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Remote Client Success Specialist — Drive Financial Wellness

Remote / Online - Candidates ideally in
Irvine, Orange County, California, 92713, USA
Listing for: GreenPath Financial Wellness
Full Time, Remote/Work from Home position
Listed on 2026-01-25
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial wellness organization is seeking a full-time Client Success Specialist to support clients in their Debt Management Program. This remote role involves providing exceptional service through phone, chat, and email while managing client accounts and encouraging their financial journey. Ideal candidates will have 2-3 years of customer service experience, strong communication skills, and comfort with financial calculations. Join a mission-driven team committed to empowering clients financially.
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