Description:
The Financial Services Representative provides financial management services to clients with a mental health diagnosis. The Representative will educate clients on money management and assist in setting financial goals.
HIGHLIGHTS:
Meet with clients interested in financial assessment and facilitate establishing personalized financial goals. Aid clients in obtaining the required paperwork to open financial service accounts. Act as a custodian for client trust accounts. Coach clients on how to develop and maintain a monthly budget. Assist client's in tracking their credit score and enrolling in savings programs. Process and write checks for client expenditure.
Full-time Benefit Eligible (Medical, free DMO dental & free vision) including 6 weeks PTO & 11 Holidays
Hourly Rate: $20.19
Requirements: Associates or Bachelor's in a financial discipline OR High School Diploma/GED and 2+ years' experience in financial services. Financial literacy skills. Excellent organizational skills and attention to detail. Exceptional time management and customer service skills. General bookkeeping skills. Exceptional written and verbal communication skills. Proficient in Excel, MS Office products, as well as general computer literacy. Ability to work with individuals with mental illness in a caring and professional manner. Bilingual skills are a plus! Valid NJ Driver's License with acceptable driving record. Lived Experience: CSPNJ prioritizes hiring people who use their own life experience dealing with mental health/substance use issues to inspire and support others.
PM22
Compensation details: 20.19-20.19 Hourly Wage
PI554fa9c4496a-5710
