Bilingual Client Success Specialist

Join Our Mission-Driven Team as a Client Success Specialist

Location: Remote
Employment Type: Full-Time
Department: Client Services

Training Start Date: June 8th, 2026 (Training is mandatory)

Are you interested in personal finance and a meaningful career? Join us as a Client Success Specialist!

You will influence positive change for people and their finances. Together, CONSUMER Credit Counseling Service of Puerto Rico (https://www.consumerpr.org/) and GreenPath Financial Wellness (https://www.greenpath.com/news/consumer-credit-counseling-service-of-puerto-rico/) will offer increased support to the 3.2 million people who call Puerto Rico home – helping them balance their budgets, reduce debt, rehabilitate their credit, acquire their first home, recover from storms, and regain financial peace of mind.

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 to clients on our Debt Management Program.
• Taking back-to-back calls in a call center environment.
• Support client accounts and ensure seamless account management.
• Manage proposals, payments, deposits, and creditor communications.
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations.
• Collaborate across departments to ensure seamless client experience.
• Encourage and motivate clients throughout their financial journey.

What You Bring

• Bilingual (English/Spanish) preferred, but not required.
• 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 is essential when supporting clients through sensitive financial situations.
• Strong communication skills—empathetic, professional, and clear.
• Tech-savvy with experience in Windows-based systems and CRM tools.
Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.

Remote Work From Home 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.

Internet Requirements- Standard Broadband Internet

• 200 Mbps minimum for a single‑person residence
• 400 Mbps minimum for residences with 2+ people

Why GreenPath?

• A mission‑driven organization with over 60 years of impact in financial wellness.
• A culture rooted in Integrity, Quality, and Teamwork.
• Growth and development opportunities.
• Supportive, inclusive, and collaborative work environment.
• Competitive compensation and benefits.

Additional Details

• Training:
  
  • Begins June 8th, 2026
  • Mandatory, full‑time for three weeks. Typically training is from 9 AM - 6 PM EASTERN Time.
  • After training, you transition into your regular schedule.

Ready to Support Clients on Their Path to Financial Wellness?

Apply today and become part of a team committed to making a difference; one call at a time.