Job Description
We know job searching can feel overwhelming, and we're here to make the process easier for you. If the following resonates with you, we encourage you to apply - we'd love to meet you!
We are committed to fostering a diverse and inclusive work environment. We believe that a team made up of people from various backgrounds creates a stronger organization. If you're passionate about this role and meet the qualifications, we strongly encourage you to apply, regardless of your background. We welcome individuals of all races, ethnicities, gender identities, sexual orientations, abilities, ages, and experiences. Your unique perspective will contribute meaningfully to our team and the people we serve.
What We're Looking For:
If you have experience or an interest in the following, this role could be a great fit for you:
- Fluency in both Spanish and English
- Comfortable working remotely from home
- Providing exceptional customer service via phone, chat, or email
- A passion for personal finance and helping others
- A commitment to continuous learning and personal development
- Consistently showing up for scheduled shifts
Position Requirements:
- Pay: $16.00/hour for most locations (up to $17.57/hour in high-cost living areas like Los Angeles, CA)
- Full-Time Hours: 40 hours per week, with 8-hour shifts
- Benefits: Medical, Dental, Vision, 11 Paid Holidays, 19 PTO Days, and retirement options
- Work Schedule: Typically Monday to Friday, 10:00 AM - 7:00 PM in your local time zone, with rotating Saturdays every 6-8 weeks.
- Training Schedule: Full-time training (8 business days) starting on February 3rd, with training hours typically from 10:00 AM - 7:00 PM or 11:00 AM - 8:00 PM Eastern Time.
- Typing Requirement: Ability to type 40 words per minute with 80% accuracy
- Citizenship: U.S. Citizenship required due to contracts in place
- Interview Process: All interviews will be conducted virtually (via phone or video) - no in-person meetings required
Remote Work From Home Requirements:
- Internet: Hard-wired internet with speeds of at least 200 Mbps for a single person or 400 Mbps for multiple people.
- Caregiving: Please note that this role is not suitable if you are a primary caregiver during work hours.
- Security: A private room with a door, and a security camera in addition to your computer setup, is required.
Who We Are:
We are a trusted national nonprofit organization, dedicated to supporting financial wellness. For over 60 years, individuals have turned to us for guidance through financial challenges such as overwhelming debt, foreclosure, bankruptcy, or credit issues. Through our affiliated organizations, we've broadened our impact, working together with financial partners to help people nationwide.
How Will I Make a Positive Impact?
As a Client Advocate, you will be the first point of contact for potential clients, making a meaningful impact through empathetic communication. Most calls will be inbound, but you may also reach out to prospective clients. You'll explain the various services and products available, and schedule appointments or transfer them to a financial counselor for further assistance.
Through extensive training, you'll gain the knowledge needed to assist clients with a variety of financial and credit-related questions, ensuring that everyone who reaches out is better off for doing so, whether or not they choose to move forward with our services.
What Does a Typical Day Look Like?
- Answer inbound and outbound calls, as well as respond to client emails
- Handle around 80 calls per day, providing exceptional service in both English and Spanish
- Answer questions, schedule appointments, and support clients through the intake process
- Manage client data with confidentiality and ensure all information is accurately entered into the system
- Address customer inquiries professionally and escalate issues when necessary
- Maintain a welcoming and positive experience for clients seeking financial help
Benefits and Perks:
In addition to the opportunity to make a difference in the lives of clients across the country, we offer a competitive benefits package:
- Generous Time Off: 19 PTO days in your first year, plus 10 paid holidays
- Health and Wellness: Comprehensive Medical, Dental, and Vision coverage
- Retirement Planning: 403(b) with immediate employee contributions and additional employer contributions after one year
- Student Loan Relief: Eligibility for the federal Public Service Loan Forgiveness (PSLF) program
- Parental Leave: Paid maternity and paternity benefits
- Ongoing Education: Up to $2,500 in annual tuition reimbursement, plus access to professional development courses and a 50% tuition discount at Cleary College
- Preventative Care Time Off: Additional paid time off to prioritize your health
We value work-life balance and encourage our team members to take time for themselves to recharge. Whether you're on vacation, handling personal matters, or simply taking a mental health day, we support you in making time for what matters most.
We look forward to your application and the chance to work with you!
Employment Type: Full-Time
Salary: $ 16.00 17.00 Per Hour
Job Tags
Hourly pay, Holiday work, Full time, Relief, Local area, Immediate start, Work from home, Shift work, Saturday, Monday to Friday,