Client Financial Coordinator
About The Position
The Client Financial Coordinator processes and monitors fund requests, generates daily, weekly, and monthly annual reports, and provides customer service under the Department of Mental Health and Addictive Services (DMHAS). The coordinator represents ABH® and its services professionally and follows the organization’s best practices, guidelines, policies, and procedures. The role provides direct assistance to clients referred to the Money Management Program, including assessing money management needs, developing and revising budgets, addressing financial conflicts, and disbursing funds. The coordinator works with clients and, when appropriate, clinicians, families, conservators, landlords, government agencies, utility companies, vendors, and ABH’s Finance Department. Responsibilities also include maintaining program records and financial files, preparing requested reports, handling checks and cash securely, supporting audits, and acting as a liaison for the Representative Payee Program. The coordinator maintains client confidentiality and follows HIPAA-related policies, demonstrates ethical behavior and cultural sensitivity, and supports the business operations as needed.
Requirements
- Experience with the behavioral health consumer population is required.
- Basic or intermediate accounting or budgeting experience, preferably gained through work experience or college.
- Bachelor’s degree in a social service field is preferred, or a related field or combination of related education and work experience.
- Comply with current State of Connecticut and federal health and vaccine requirements.
- Ability to work independently and in a team environment.
- Strong organizational skills and experience communicating at all levels.
- Computer proficiency, including intermediate Microsoft Word and Excel skills.
- Strong verbal and written communication and motivational skills.
- Ability to develop and sustain high customer satisfaction.
- Ability to manage multiple projects and tasks to meet deadlines.
- Attention to detail.
- Ability to work well with all levels of staff and guests.
- Ability to identify problems and issues, troubleshoot, and resolve them in a timely manner.
- Excellent interpersonal skills.
- Ability to manage shifting priorities.
- Ability to learn computer programs and applications designed for the program.
- Demonstrate a can-do attitude and sensitive consideration of cultural, spiritual, and gender issues in service delivery.
Nice To Haves
- Bachelor’s degree in a social service field or a related field.
- Accounting or budgeting experience gained through work experience or college.
Responsibilities
- Provide direct services to clients referred for assistance managing funds, including assessing money management needs, developing and revising budgets, helping address financial conflicts, and disbursing funds.
- Use basic therapeutic communication and interviewing techniques to engage and support clients in the Money Management Program.
- Collaborate with clients, referring clinicians, families, conservators, and landlords, as appropriate, to formulate and update money management plans.
- Identify barriers to client engagement and participation and work with the primary clinician on intervention plans.
- Maintain knowledge of financial assistance programs, eligibility criteria, and access procedures; assist clients with applications within their capabilities.
- Work with entitlement and energy assistance agencies and utility companies to help clients obtain and maintain services and benefits.
- Collaborate with the ABH Finance Department on daily banking and accounting requirements and periodic audits of program records.
- Receive client spending-money checks and cash from the Finance Department, distribute them according to predetermined amounts, and keep them locked in a safe until disbursement.
- Prepare reports requested by the Social Security Administration and Department of Social Services for client redeterminations and inquiries about CMHC’s Representative Payee role.
- Develop and maintain positive working relationships with clients, families, colleagues, human service providers, and others.
- Maintain accessible and proper financial files and an updated list of authorized signatories for each fund, including relevant contact information.
- Provide technical assistance to requestors and service vendors in accordance with relevant policies and procedures.
- Act as liaison between DMHAS and service vendors regarding Representative Payee Program issues, including verifying documentation, following up on outstanding documentation within 30 days, and contacting vendors about uncleared disbursements.
- Communicate changes and requests to clinicians, including rent or location changes, special or emergency requests, and additional apartment renters.
- Input requests and scan and attach documents.
- Serve as the day-to-day liaison to CMHC.
- Identify necessary changes and initiate or assist with developing or revising systems within relevant internal and external departments.
- Maintain confidentiality of protected health information and comply with HIPAA-related policies and procedures.
- Demonstrate ethical behavior and cultural sensitivity in activities involving individuals from diverse backgrounds.
- Perform other tasks and responsibilities as needed to support business operations.
