Client Financial Coordinator Floater
About The Position
The Client Financial Coordinator Floater supports Young Adult Services (YAS) money management and the Adult Client Funds Management team at state-operated local mental health authority (LMHA) locations throughout Connecticut. The position provides Representative Payee services and benefit payment management for clients enrolled in YAS and Adult money management programs. It provides coverage and operational support across up to 12 locations statewide and involves significant travel; applicants must have reliable transportation. The coordinator helps manage clients’ budgets and payments, provides direct client services and support with life-building skills, maintains accurate financial records and supporting documents, and helps ensure compliance with program policies and procedures. The role also involves customer service, therapeutic communication, confidentiality, quality assurance, and administrative and financial support as needed.
Requirements
- Specialized training in human services and basic accounting skills.
- Three or more years of experience in human services, specializing in mental health or substance abuse disorders, and basic accounting.
- Therapeutic communication skills and interviewing techniques for the clients served.
- Intermediate computer skills.
- Proficiency with Microsoft Office and the Internet.
- Accounting skills and ability to use established computer programs to maintain accurate records of individual client accounts.
- Ability to work independently and in a team environment.
- Valid driver’s license and ability to travel to various Connecticut state-operated locations.
- Accuracy, attention to detail, and strong organizational and record-keeping skills.
- Ability to demonstrate accountability while working autonomously.
- Fulfill any health-related requirements imposed by the facility or provider.
- Attend annual Conflict of Interest training.
Nice To Haves
- An associate’s degree in Business Administration, Human Services, or a related field, or a combination of related education and work experience.
- Experience with public-sector work and/or state agencies.
Responsibilities
- Provide backup support to Client Funds Management teams at various locations.
- Prepare clients’ monthly expenses for basic needs.
- Provide direct services to clients and help them develop life-building skills.
- Process client payment requests according to budgeted expenses, including rent checks, utility bills, and personal funds.
- Maintain records and scan supporting documentation.
- Disburse budgeted cash and checks to clients and assist with receipt collection.
- Provide customer service and use therapeutic communication when engaging with clients.
- Assist with preparing reports for the Social Security Administration.
- Conduct quality assurance to ensure compliance with ABH®, Social Security, and State of Connecticut Representative Payee Program policies and procedures.
- Maintain organized files and records of client requests and documents.
- Protect client health information and follow HIPAA-related policies and procedures.
- Demonstrate ethical behavior and cultural sensitivity when working with people from diverse backgrounds.
- Perform other financial tasks and administrative duties as needed to support business operations.
- Travel to various state-operated locations in Connecticut.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
