Client Financial Coordinator (Part Time)- RVS Middletown, CT

Advanced Behavioral Health (ABH®); Middletown (CT); On-site; USD 40,000 - 65,000; Full time

Job summary

Advanced Behavioral Health (ABH®) is seeking a Client Financial Coordinator to process fund requests, monitor reporting, and deliver superior service under the DMHAS framework. The role represents ABH® positively and adheres to its best practices and procedures.

Key duties include assessing money management needs, budgeting support, and coordinating with clinicians, families, landlords, and agencies to secure resources for clients while maintaining accurate records for audits and reporting.

Qualifications

• Experience in money management and budgeting support.
• Strong communication and interviewing skills.
• Understanding of financial assistance programs and eligibility.

Responsibilities

• Provide direct services to clients for money management, including budgeting support and disbursement of funds.
• Demonstrates therapeutic communication and interviewing techniques with clients referred to the Money Management Program.
• Collaborate with clients, clinicians, families, conservators, and landlords to update money management plans.
• Identify barriers to engagement and work with the primary clinician on intervention plans.
• Maintain knowledge of financial assistance programs, eligibility criteria, and access pathways.
• Assist clients with completing applications for needed financial resources and accessing services.
• Coordinate with entitlement and energy agencies and utility companies to obtain services for clients.
• Collaborate with ABH Finance to meet daily banking duties and respond to audits.
• Receive disbursement checks and cash from Finance and distribute to clients per predetermined amounts.

Skills

Money management

Budgeting

Therapeutic communication

Interviewing techniques

Job description

The Client Financial Coordinator is responsible for processing and monitoring fund requests, generating daily, weekly and monthly annual reports, and providing superior customer service under the Department of Mental Health and Addictive Services (DMHAS). This position will represent ABH® and its services in a positive and professional manner and adhere to ABH®’s best practices, guidelines, policies and procedures as established, promoting ABH® as a leader in behavioral healthcare in all interactions and work.

• Provide direct services to clients referred for assistance in the management of their funds, including assessment of money management needs, supportive contacts to develop and revise budgets, problem-solving around financial conflicts and the disbursement of funds.
• Demonstrates basic therapeutic communication skills and interviewing techniques in both engaging and sustaining clients who are referred to the Money Management Program.
• Collaborates with clients, referring clinicians, families, conservators and landlords, as deemed appropriate, to assist in formulating and updating money management plans that address changing needs and goals over time.
• Identifies potential issues and barriers that influence engagement and ongoing participation in the Money Management Program; works with primary clinician on intervention plans.
• Maintains considerable knowledge of the types of financial assistance programs available, criteria for eligibility, and ways to access these resources.
• Assists clients with the process of obtaining needed financial resources by encouraging each client to complete as much of the required application processes as possible within his/her individual capability.
• Collaborates with entitlement and energy assistance agencies, as well as with utility companies, to support client efforts to obtain and maintain needed services and benefits.
• Collaborates with the ABH Finance Department to meet daily banking and accounting requirements, and to respond to periodic audits of program records.
• Receives client’s spending money disbursement checks and cash from Finance Department and distributes to clients based on predetermined payment amounts. All checks and