The client services account associate role is important to the organization’s ability to maintain our client’s finances while in treatment. The person in this role will execute the day-to-day financial process for each of our clients and place and distribute Walmart and tobacco orders, ultimately ensuring that the department operates at peak efficiency.
QUALIFICATIONS:
• High School diploma or equivalent GED
• Active Kentucky Driver’s License
• Proficient with Microsoft Suite of products
• Process Jot forms for all Isaiah House facilities
• Collects, sorts, and arranges for transport of mail to all Isaiah House facilities
• Process client’s credit/debit cards or deposit cash to add money to their CACTAS accounts
• Assist clients in obtaining account balances and account statements as requested
• Conduct research regarding client inquiries
• Ensure the collection and proper dispersion of all incoming client money and deliver to Client Finance Supervisor
• Receive cigarettes from house office for clients that came in over the weekend/after hours
• Other duties as assigned