Client Financial Coordinator

Advanced Behavioral Health, Inc•Waterbury, CT

6d•$56,160 - $61,776

About The Position

The Client Financial Coordinator processes and monitors fund requests, generates daily, weekly, and monthly reports, and provides customer service in support of the Department of Mental Health and Addictive Services (DMHAS). The role represents ABH® and its services professionally and follows the organization’s best practices, guidelines, policies, and procedures. The coordinator provides direct money-management services to clients, including assessing financial-management needs, supporting the development and revision of budgets, addressing financial conflicts, and distributing funds. The role works with clients and relevant clinicians, families, conservators, landlords, agencies, vendors, and ABH Finance staff to support money-management plans, access to resources and benefits, banking and accounting requirements, and Representative Payee Program activities. The position also maintains financial files and signatory information, prepares reports for government agencies, handles fund-request documentation, and supports program systems and business operations while protecting client confidentiality and demonstrating ethical and culturally sensitive conduct.

Requirements

Experience with the behavioral health consumer population is required.
Basic or intermediate accounting and budgeting experience, preferably through work or college experience.
Ability to work independently and as part of a team.
Strong organizational skills and demonstrated ability to communicate at all levels.
Computer proficiency, including intermediate skills in Microsoft Word and Excel.
Strong verbal and written communication and motivational skills.
Ability to develop and sustain high customer satisfaction.
Ability to manage multiple projects and tasks and meet deadlines.
Strong attention to detail.
Ability to work well with all levels of staff and guests.
Ability to identify, troubleshoot, and resolve problems or issues in a timely manner.
Excellent interpersonal skills.
Ability to manage shifting priorities.
Ability to learn computer programs and applications designed for the program.
Demonstrates a can-do attitude and sensitivity to cultural, spiritual, and gender issues in service delivery.
Compliance with current State of Connecticut and federal health and vaccine requirements.

Nice To Haves

Bachelor’s degree in a social service field, a related field, or a combination of related education and work experience is preferred.

Responsibilities

Provide direct money-management services to clients, including assessing needs, developing and revising budgets, problem-solving around financial conflicts, and disbursing funds.
Use basic therapeutic communication and interviewing techniques to engage and sustain clients’ participation in the Money Management Program.
Collaborate with clients, clinicians, families, conservators, and landlords to formulate and update money-management plans.
Identify barriers to client engagement and participation and work with primary clinicians on intervention plans.
Maintain knowledge of financial assistance programs, eligibility criteria, and access procedures.
Assist clients with applications for financial resources, encouraging them to complete as much of the process as their individual capabilities allow.
Coordinate with entitlement and energy-assistance agencies and utility companies to help clients obtain and maintain services and benefits.
Work with the ABH Finance Department on daily banking and accounting requirements and periodic audits of program records.
Receive and securely store client spending-money checks and cash, then distribute funds according to predetermined payment amounts.
Prepare reports requested by the Social Security Administration and Department of Social Services for client redeterminations and Representative Payee inquiries.
Develop and maintain positive working relationships with clients, families, colleagues, human-service providers, and others.
Maintain accessible and proper finance files and an updated list of authorized signatories for each fund, including contact information.
Provide technical assistance to requestors and service vendors in accordance with relevant policies and procedures.
Serve as a liaison between DMHAS and service vendors for Representative Payee Program matters, including verifying documentation, following up on missing documents within 30 days, contacting vendors about uncleared disbursements, and communicating changes to clinicians.
Enter requests and scan and attach supporting documents.
Serve as the day-to-day liaison to CMHC.
Identify needed changes and initiate or assist with developing and revising systems within relevant internal and external departments.
Maintain confidentiality of protected health information and follow HIPAA policies and procedures.
Demonstrate ethical behavior and cultural sensitivity in work with people from diverse backgrounds.
Perform other tasks and responsibilities as needed to support business operations.