Financial Services Rep. Mental Health
Company: Collaborative Support Programs
Location: Absecon
Posted on: March 17, 2026
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Job Description:
Description: CSPNJ a mental health nonprofit agency is looking
for a self-motivated Financial Services Rep. Under the direct
supervision of the Finance Director the FSR provides financial
management services to person's served with a mental health
diagnosis. The FSR will educate person's served on money management
and assist in setting financial goals. HIGHLIGHTS: Meet with
person's served interested in financial assessment and facilitate
establishing personalized financial goals. Aid in obtaining the
required paperwork to open financial service accounts. Act as a
custodian for person's served trust accounts. Coach person's served
on how to develop and maintain a monthly budget. Assist person's
served in tracking their credit score and enrolling in savings
programs. Process and write checks for person's served expenditure.
Full-time Benefit Eligible (Medical, free DMO dental & free vision)
including 6 weeks PTO & 11 Holidays Requirements: Associates or
Bachelor's in a financial discipline or High School Diploma/GED
with 2 years' experience in financial services. Financial literacy
skills required! Strong bookkeeping skills. Excellent
organizational skills and attention to detail. Exceptional time
management and customer service skills. Ability to communicate
financial information clearly and effectively. Exceptional written
and verbal communication skills. Proficient in 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 life experience with a mental health
diagnose or substance use to inspire and support others. PM22
Compensation details: 20.19-20.19 Hourly Wage
PIc8915e9193bd-8532
Keywords: Collaborative Support Programs, Philadelphia , Financial Services Rep. Mental Health, Healthcare , Absecon, Pennsylvania
