GreenPath Financial Wellness · 1 day ago
Client Advocate
United States
Full-time
Remote
New Grad, Entry Level
$15/hr - $17.57/hrGreenPath Financial Wellness is a mission-driven organization focused on financial wellness, and they are seeking a Client Advocate to serve as the first point of contact for individuals seeking financial support. The role involves engaging with prospective clients, providing exceptional customer service, and connecting them to the right financial counseling resources.
Financial ServicesNon ProfitWellness
No H1B
U.S. Citizen Only
Responsibilities
Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day)
Deliver excellent customer service and support to potential and current GreenPath clients
Enter and update client data with accuracy and attention to detail
Schedule appointments for prospective clients with Financial Counselors
Triage incoming calls from existing clients and creditors, routing them appropriately
Professionally intake and review client complaints
Maintain strict confidentiality regarding client financial information
Perform role duties primarily while seated and using standard office equipment (phone and computer)
Qualification
Required
Ability to type 40 WPM at 80% accuracy
Strong customer service skills, ideally in a fast‑paced environment
Professionalism and empathy when interacting with clients experiencing financial stress
Excellent communication skills — clear, courteous, and efficient
Ability to follow structured workflows and meet performance expectations
U.S. Citizenship (required due to contract requirements)
A private, enclosed room with a door
Hard‑wired internet connection (ethernet required) and standard broadband internet
Security camera in addition to standard computer setup
Home environment must support productivity; remote work is not a replacement for caregiving
200 Mbps minimum for a single‑person residence
400 Mbps minimum for residences with 2+ people
Benefits
Growth and development opportunities.
Supportive, inclusive, and collaborative work environment.
Competitive compensation and benefits.
Company
GreenPath Financial Wellness
GreenPath is a national nonprofit that supports people's lifelong financial wellness.
Founded in 1961
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$1MKey Investors
USAA
2022-01-06Grant· $1M
Leadership Team
Kristen Holt
President and Chief Executive Officer
Recent News
Press Telegram
2025-10-28
2025-04-24
Company data provided by crunchbase