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