Client Advocate

Job Summary

Engaging with prospective clients, the full-time Client Advocate will provide exceptional customer service and support by answering high-volume inbound calls, connecting individuals to financial counseling resources, and maintaining accurate client data in a remote work environment.

Key responsibilities

• Answer 80-100 inbound calls daily, delivering timely email support and managing assigned tasks
• Schedule appointments for prospective clients with Financial Counselors and triage incoming calls from existing clients
• Professionally intake and review client complaints while maintaining strict confidentiality regarding client financial information

Required qualifications

• Ability to type 40 WPM at 80% accuracy
• Strong customer service skills, preferably with call center experience
• Professionalism and empathy when interacting with clients experiencing financial stress
• U.S. Citizenship required due to contract requirements
• Ability to follow structured workflows and meet performance expectations