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

Advanced Behavioral Health, Inc; Middletown (CT); On-site; USD 45,000 - 65,000; Full time

Job summary

Advanced Behavioral Health, Inc is seeking a Client Financial Coordinator to manage fund requests, generate reports, and provide responsive customer service under DMHAS guidelines. The role emphasizes professional representation of ABH® and adherence to policies while supporting clients with money management and budgeting needs.

You will collaborate with clinicians, families, and the Finance Department to ensure accurate disbursements, maintain documentation, and respond to audits.

Qualifications

• Bachelor's degree in a social service field preferred or related education.
• Experience with Behavioral Health population preferred.
• Basic/intermediate accounting or budgeting experience preferred.

Responsibilities

• Process and monitor fund requests and generate reports.
• Collaborate with Finance Department and entitlement agencies.
• Serve as Representative Payee and facilitate disbursements.
• Maintain confidentiality and HIPAA compliance in all activities.
• Provide budgeting guidance and direct financial assistance support.

Skills

Independent work

Organizational skills

Communication skills

MS Word

Excel

Customer service

Multitasking

Detail-oriented

Education

Bachelor's degree in social work or related field

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 cash are locked in safe at all times until disbursed. Prepares all reports requested by the Social Security Administration and the Department of Social Services to facilitate client redeterminations and to respond to inquiries related to River Valley's role as Representative Payee for selected clients. Develops and maintains positive working relationships with clients, families, colleagues, human service providers, and others to facilitate collaboration. Ensure that finance information is easily accessible by maintaining proper files. Maintain an updated list of authorized signatories by fund including all relevant contact information. Provide technical assistance to requestors and service vendors incorporating relevant policies and procedures. Act as liaison between DMHAS and service vendors for issues related to Representative Payee Program: Verifying all documentation prior to processing requests. Following up when documentation that cannot be given initially is received within 30 days. Contacting Vendors on disbursements that have not cleared Communicating all changes to Clinicians which include rent changes, location changes, special requests, emergency requests, additional apartment renters, etc. Input requests, scan and attach documents. Day to Day liaison to River Valley . Identify necessary changes and initiates/assists in the development/revision to functioning systems within the appropriate internal and external departments; Maintain confidentiality of all client protected health information and adheres to all HIPAA related policies and procedures; Demonstrates ethical behavior and cultural sensitivity in all activities involving individuals of diverse backgrounds; Performs other tasks/responsibilities as required to support the business operations.

EDUCATION AND EXPERIENCE REQUIREMENTS:

Bachelors degree in social service field preferred, or related field or a combination of related education and work experience; Experience with Behavioral Health consumer population a must; Compliance with current State of Connecticut and federal health and vaccine requirements Must have basic/intermediate accounting/budgeting experience; preferably through work experience or college

KNOWLEDGE/SKILLS/ABILITIES:

Ability to work independently as well as in a team environment, have superior organizational skills and demonstrated experience in communicating at all levels; Demonstrated proficiency with computers; intermediate skills in MS Word and Excel; Possess strong communication skills (both verbal and written) and motivational skills; Proven ability to develop and sustain a high level of customer satisfaction; Proven ability to work on multiple projects simultaneously and multi task as necessary to meet deadline; Detail oriented a must; Ability to work