Bilingual Client Success Specialist

Job Description

Job Description

Join Our Mission-Driven Team as a Client Success Specialist 

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

Training Start Date: November 30th, 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 (and GreenPath Financial Wellness (-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 Consumer?

CONSUMER is a non-profit organization founded in 1990 with the objective of providing consumers with financial education and counseling services of the highest quality.  Since our founding, we have helped thousands of consumers of all nationalities regain control of their personal finances. Many people have benefited from our educational programs, managing to acquire their first home, balance their budgets, rehabilitate their credit and regain peace of mind by being able to meet all their financial obligations.  

Starting Pay:  

$14.00 per hour for bilingual candidates (language incentive)

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 11:30 AM – 8:300 PM.
*Must be comfortable working in a structured, performance-driven environment.

• Training:
  • Begins November 30th, 2026
  • Mandatory, full‑time for three weeks.
  • After training, you transition into your regular schedule.

Consumer reserves the right to change this description at any time. Consumer 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.