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.