Finance Client Account Associate

Isaiah House; Louisville (KY); On-site; USD 32,000 - 48,000; Full time

Job summary

Isaiah House in Louisville, KY seeks a Client Services Account Associate to manage daily financial processing for clients in treatment. This role includes handling CACTAS accounts, and placing Walmart and tobacco orders to support department efficiency.

Responsibilities include assisting clients with balances and statements, researching inquiries, and ensuring proper money dispersion to the Client Finance Supervisor. A high school diploma and a Kentucky driver’s license are required.

Qualifications

• High School diploma or GED is required.
• Proficiency with Microsoft Office products is required.
• Active Kentucky Driver’s License is required.
• Process Jot forms for Isaiah House facilities.
• Handle client finances and money transfers to CACTAS accounts.

Responsibilities

• Execute day-to-day financial processes for clients.
• Place and distribute Walmart and tobacco orders.
• Assist clients with account balances and statements upon request.
• Deliver proper dispersion of client money to the Client Finance Supervisor.
• Conduct basic client inquiries and research as needed.
• Other duties as assigned.

Skills

Microsoft Office

Communication

Education

High School diploma or GED

Active Kentucky Driver’s License

Tools

Jot forms

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.

Requirements

• 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