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GreenPath Financial Wellness · 14 hours ago

Client Success Specialist

Farmington Hills, MI

Full-time

Hybrid

Entry, Mid Level

2+ years exp

GreenPath Financial Wellness is dedicated to empowering individuals to achieve financial health. As a Client Success Specialist, you will support clients in the Debt Management Program, providing assistance through various channels and ensuring a positive client experience.

Financial ServicesNon ProfitWellness

Growth Opportunities

Responsibilities

Provide top-tier support via phone, chat, and email to clients on our Debt Management Program

Manage proposals, payments, deposits, and creditor communications

Proactively review client accounts to identify and resolve issues

Encourage and motivate clients throughout their financial journey

Maintain accurate records and ensure compliance with state regulations

Collaborate across departments to ensure a seamless client experience

Qualification

Customer service experienceFinancial calculationsCommunication skillsTech-savvyBilingual (English/Spanish)ProfessionalismEmpathyTeamwork

Required

2–3 years of customer service experience (call center preferred)

A strong sense of professionalism is essential when supporting clients through sensitive financial situations

Strong communication skills—empathetic, professional, and clear

Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules

Tech-savvy with experience in Windows-based systems and CRM tools

Internet Requirements for Remote Work: Broadband connection with minimum speeds: 200 Mbps download for single-person residence, 400 Mbps download for 2+ person residence