Advocate (Weekend)

Join Our Mission-Driven Team as a Client Advocate
As a Client Advocate, you'll be the first point of contact for individuals seeking financial support and guidance through GreenPath's services. This role is ideal for those who excel in fast-paced, high-volume environments and are motivated by helping people take their first steps toward financial wellness.
You'll engage with prospective clients, provide exceptional customer service, and help connect them to the right financial counseling resources. If you're someone who is empathetic, patient, and thrives in structured call center settings, this opportunity is a great fit.
Deliver excellent customer service and support to potential and current GreenPath clients. Enter and update client data with accuracy and attention to detail. Schedule appointments for prospective clients with Financial Counselors. Professionally intake and review client complaints. Maintain strict confidentiality regarding client financial information. Perform role duties primarily while seated and using standard office equipment (phone and computer).
Strong customer service skills, ideally in a fast-paced environment. Professionalism and empathy when interacting with clients experiencing financial stress. Ability to follow structured workflows and meet performance expectations. Citizenship (required due to contract requirements).
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. Full-Time | 40 hours/week Work Schedule This role follows a MondayFriday schedule, with occasional Saturday rotations (approximately every 68 weeks) based on business needs. Flexibility with weekend coverage is required.
Training: Begins September 14th, 2026 Mandatory, full-time for approximately 8 business days After training, you transition into your regular schedule.
Ready to Support Clients on Their Path to Financial Wellness?