Financial Services Representative Mental Health

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

• 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

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