greenpath, inc.

Role Description 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 and GreenPath Financial Wellness 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. 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. 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! 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. Qualifications - 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. 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: - 200 Mbps minimum for a single‑person residence. - 400 Mbps minimum for residences with 2+ people. Benefits - 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 - Work Schedule: Monday through Friday. Four days per week are scheduled from 9:00 AM – 6:00 PM local time, with one fixed late shift from 11:00 AM – 8:00 PM. - 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description 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! 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. Qualifications - 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. - Bilingual (English/Spanish) a plus! 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. Benefits - 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 - Monday - Friday work schedule. - Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM. - Must be comfortable working in a structured, performance-driven environment. Training - Begins April 27th, 2026. - Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 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.