ComPsych Corporation

Financial Specialist - Financial Connect

Location US-
ID 2024-1327
Department
Financial Connect
Position Type
FTE
Schedule Type
Remote

About ComPsych

ComPsych® Corporation is the world’s largest provider of mental health services and GuidanceResources® for life. Fueled by a commitment to relentless innovation and a comprehensive approach to care, ComPsych provides services to more than 163 million individuals across 200 countries. Under our GuidanceResources® brand, our personalized and fully integrated programs include behavioral health, absence, and wellness journeys, which empower employees to lead healthier and more productive lives, while driving organizational excellence. Visit compsych.com to find out why 40% of the Fortune 500 choose ComPsych for their mental health needs.

Job Summary

The Financial Specialist will provide telephonic financial guidance and resources to diverse population of clients on a variety of issues.  As the worldwide leader in Employee Assistant Programs (EAP), this is an exceptional growth opportunity to use your financial skills to help clients navigate personal challenges.  

Primary Responsibilities

  • Telephonically provide financial resources and information to clients on a variety of issues including budgeting, debt management, taxes and retirement planning
  • Follow up with client concerns in an appropriate manner and in a reasonable period of time
  • Assist in the development and implementation of new services and products to help clients navigate their financial resources
  • Special projects as assigned

Job Qualifications

  • Bachelor’s Degree in Finance, Business, or Accounting
  • Proficiency in Microsoft Office Suite
  • Motivated self-starter with exceptional communication skills and a strong focus on customer service
  • Quick thinking, high energy, positive, and professional, with demonstrated multi-tasking and critical thinking skills

Benefits and Perks

  • Full benefits package, including Paid Time Off (PTO), medical, dental, vision, 401(k) with match, robust EAP, wellness program, and much more
  • Competitive pay with annual increases

 

EEO

 

ComPsych celebrates diversity and is an equal opportunity employer.  All applicants will be considered for employment regardless of race, color, age, genetics, religion, gender, sexual orientation, gender identity, national origin, disability or protected veteran status and any other characteristic protected by federal, state or local laws. ComPsych Corporation maintains a drug free workplace.

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