Client Advocate

Job Description

Job Description

How do I know if I should apply?

Searching for a career can be overwhelming. We’re here to help and be transparent. If the items below meet your needs and career aspirations, please move forward with the application. We look forward to meeting you!

GreenPath Financial Wellness wholeheartedly believes a strong organization is based on the foundation of diverse groups of team members. We believe deeply in employees not only bringing their whole selves to work each day, but also feeling comfortable being their authentic self. We encourage people from all walks of life to apply for opportunities they are passionate about and meet the qualifications. We strongly encourage people of color, LGBTQIA+ people, adults of any age, veterans, people with varying abilities, and people of various socio-economic backgrounds to apply. We believe you will bring meaningful viewpoints to our team members and the people we help each day.

Position Requirements :

• $16.00 / hour for most locations. $17.57 / hour for markets with higher-than-average costs of living such as Los Angeles, CA
• Full Time; 40 Hours a week
• Work Schedule based on EST (Adjust to your Local Time Zone) :

Monday–Thursday : 1 : 00 PM – 10 : 00 PM

When scheduled to work on a Saturday, you will receive an additional day off during the same week.

Remote Work from Home Requirements :

Hard-wired internet. This means you can use an ethernet cable to connect to a modem.

Remote Work From Home is not a replacement for caregiving, childcare, or elder care.

A room in your home with a closing door.

Who is GreenPath Financial Wellness?

As a trusted national nonprofit focused on financial wellness for everyone, people have turned to us for more than 60 years as their guide through financial crises : overwhelming debt, foreclosure, bankruptcy, or credit challenges. Over the last several years, we joined forces and affiliated with financial organizations making similar impacts in a variety of ways.

What might I experience in this role each day?

Answer primarily inbound phone calls with prospective clients. The calls typically take around 5 minutes. While some days can be busier than others, you could expect to receive around 80-100 calls per day.

Provide excellent customer service and support to GreenPath’s potential and current clients.

Data entry of client information.

Schedule appointments for prospective clients with a GreenPath Financial Counselor.

Triage calls from existing clients and creditors and route appropriately.

Intake and review customer complaints cordially and professionally.

Maintain a high level of discretion and confidentiality regarding client financial information.

This position requires the ability to sit for extended periods of time, and operate standard office equipment such as a phone and computer.

Benefits and Perks

Preventative Care Time Off to encourage all employees to be proactive about their physical wellness.

All full-time employees accrue PTO during their first year of employment, in addition to 11 company-paid holidays per year.

Medical, Dental, and Vision packages meeting a variety of needs are available to you.

Retirement : GreenPath employees can start contributing to a 403b right away!  After one year of employment, we make a monthly contribution to the eligible employee’s Retirement Account equivalent to 5% of their gross compensation.

Student loan debt : GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.

Parental Benefits; including Maternity and Paternity benefits.

GP team members are eligible for up to $2,500 in tuition reimbursement per year.

We have an agreement with Cleary College where all GreenPath employees are eligible for a 50% discount on college tuition.

GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.

Work Schedule based on EST (Adjust to your Local Time Zone) :

Monday–Thursday : 1 : 00 PM – 10 : 00 PM

Friday : 11 : 00 AM – 8 : 00 PM

Saturday Rotation : 9 : 00 AM – 6 : 00 PM (every 6–8 weeks)

When scheduled to work on a Saturday, you will receive an additional day off during the same week.