Remote Bilingual Client Advocate - Spanish

Remote Bilingual Client Advocate - Spanish and English

Our Client Advocates have a pivotal role in helping people who contact GreenPath connect with a trusted resource who can help them. This entails receiving initial incoming calls from prospective clients inquiring about GreenPath financial products and services, explaining these products and services to prospective clients and scheduling appointments at the most convenient time and location, or immediately transferring clients to Financial Wellness Experts for further assistance.

Client Advocates answer a wide range of financial and credit related questions and informs the client about any/all products and services related to his/her situation. While not every person who contacts GreenPath ends up taking advantage of one of our services, our Client Advocates help ensure that everyone who reaches out to us is better off because they did.

SKILL REQUIREMENTS

• Ability to speak, read and write Spanish and English fluently
• Ability to type 40 words per minute
• Provide world-class customer service and support to GreenPath's potential and current clients in accordance with GreenPath standards and expectations.
• Address prospective clients' questions regarding GreenPath services and prospective clients of GreenPath appointment process.
• Data entry of client information
• Initiate the first financial assessment
• Schedule appointments for prospective clients with a Financial Wellness Expert
• Gather all information and pull credit reports for individuals who request one, ensuring compliance with the FCRA standards.
• Triage calls from existing clients and creditors and route appropriately.
• Intake and review customer complaints cordially and professionally and, if appropriate, route the customer to appropriate manager.
• Perform miscellaneous office duties such as copying, data entry, word processing, filing and faxing.
• Maintain a high level of discretion and confidentiality regarding client financial information.
• Ability to work evenings and Saturdays to meet the business demands.
• This position requires the ability to sit for long periods of time, operate standard office equipment such as a phone and computer.

What will you get out of working at GreenPath? In addition to having the opportunity to help people from all over the country, we also have a competitive compensation and benefits package. Here are some of the additional perks our employees enjoy:

• We all need some "me time" every once in a while. All full-time employees receive 19 paid days off during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don't care - it's your time. Enjoy.
• Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself , an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.
• Need to reduce your student loan debt? GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.
• Planning on growing your family? GreenPath offers paid Maternity and Paternity benefits.
• Saving for Retirement? GreenPath employees can start contributing to a 403b right away! We also have a 401(a) Profit Sharing Plan. After one year of employment we make a monthly contribution to eligible employee's Profit Sharing Account equivalent to 5% of their monthly gross compensation.

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