Finance Client Account Associate

Isaiah House Treatment Center; Louisville (KY); On-site; USD 32,000 - 46,000; Full time

Job summary

Isaiah House Treatment Center in Louisville, KY seeks a Client Services Account Associate to manage daily financial workflows for clients and handle mail logistics across all facilities. The role ensures accurate processing of payments and proper cash handling while supporting department efficiency.

This position requires a high school diploma or GED, an active Kentucky driver's license, and proficiency with Microsoft Office.

Qualifications

• High School diploma or GED is required.
• Active Kentucky Driver’s License is required.
• 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.

Responsibilities

• Execute the day-to-day financial process for each client.
• Place and distribute Walmart and tobacco orders.
• Ensure the department operates at peak efficiency.
• Receive cigarettes from house office for clients that came in over the weekend/after hours.
• Serve as a liaison to the Client Finance Supervisor for monetary processes.

Skills

Driver's license

Microsoft Suite

Jot Forms

Mail logistics

Education

High School diploma or GED

Job description

Description 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.

Description 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.

Requirements 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