Client Success Specialist - Irvine - GreenPath Financial Wellness

    GreenPath Financial Wellness
    GreenPath Financial Wellness Irvine

    4 days ago

    Description

    Overview


    Join Our Mission-Driven Team as a Client Success Specialist

    Location: Remote (Mountain and Pacific Time Zone)

    Employment Type: Full-Time

    Department: Client Services

    Training Start Date: March 16th, 2026

    About the Role


    At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you'll be the heart of our mission—supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you\'re eager to grow your financial knowledge—like learning how to calculate percentages, understand credit reporting, and review real-life financial documents—this role is for you.

    You'll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you're passionate about delivering exceptional service and making a real difference, we want to hear from you

    Video - Meet The Hiring Team: Linda, Leslie, & Tiffany

    What You'll Do

    • 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.

    What You Bring

    • 2–3 years of customer service experience (call center preferred).
    • Associate's degree preferred; Bachelor's degree may substitute for experience.
    • A strong sense of professionalism 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.
    • Bilingual (English/Spanish) a plus
    • Remote Work from Home Requirements: Enclosed / Private office space and ability to follow company standards and policies
    • Internet Requirements for Remote Work:
      • Broadband connection with minimum speeds
      • 200 Mbps download for single-person residence
      • 400 Mbps download for 2+ person residence

    Why GreenPath?

    • A mission-driven culture rooted in Integrity, Quality, and Teamwork.
    • Opportunities for growth and development.
    • A supportive, inclusive, and collaborative work environment.
    • Competitive compensation and benefits.

    Additional Details

    • Monday - Friday work schedule
    • We are hiring for both Mountain Standard Time (MST) and Pacific Standard Time (PST) schedules.
    • MST: Monday–Thursday, 9:00 AM–6:00 PM and Friday 8:00 AM–5:00 PM.
    • PST: Monday–Thursday, 8:00 AM–5:00 PM, and Friday 7:00 AM–4:00 PM.
    • Must be comfortable working in a structured, performance-driven environment.

    Ready to Help People Thrive Financially?

    Apply today and become part of a team that's transforming lives—one client at a time.

    GreenPath, Inc. reserves the right to change this description at any time. GreenPath, Inc. 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, protected disability, marital status, familial status, veteran status, height, weight or citizenship.


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