Client Financial Specialist

Benchmark Human Services; St. Louis (MO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health, Dental, Vision

Mileage Reimbursement

PTO & Sick Time

401k Match

Tuition Reimbursement

Employee Discounts

Life Insurance

Flexible Spending Accounts

Employee Referral Pay

Advancement Opportunities

Job summary

Benchmark Human Services, based in St. Louis, MO, is seeking a Client Financial Specialist to establish, reconcile, and maintain consumer financial accounts, pay bills, track activity, and prepare audit documentation.

Schedule is Monday–Friday, 8am–4:30pm, with comprehensive benefits and growth opportunities. The role involves coordinating with banks and Social Security, building monthly budgets, and maintaining accurate accounting records for consumer eligibility and regulatory reviews.

Qualifications

• Bachelor’s degree in accounting preferred.
• Valid driver’s license required.
• Proof of auto insurance and reliable transportation required.

Responsibilities

• Serve as a liaison with banks to manage consumer accounts, complete Representative Payee paperwork, and coordinate with Social Security when needed.
• Develop and adhere to individual monthly budgets, ensuring timely payment of consumer bills and maintenance of required account balances for benefits eligibility.
• Monitor and maintain daily accounting records in the system, organize end-of-month financial records, reconcile accounts, and submit packets for audit.
• Collect receipts, food stamp ledgers, and provide copies of reconciled accounts to supervisory staff and guardians.
• Disburse funds for personal spending, deposit checks promptly, and maintain supplies like checks.
• Prepare and compile financial documents required for Medicaid, Section 8, or other financial reviews.
• Other duties as assigned.

Skills

Budgeting

Accounts reconciliation

Education

Bachelor’s degree in accounting

Job description

Description

Since 1960, Benchmark has been connecting people and potential. We are committed to empowering those we serve to live as independently as possible, be included in their communities, and reach their full potential. This mission extends to our employees, who bring our mission to life each day. We actively strive to be a workplace that honors the unique experiences, perspectives, and strengths of our employees. We believe we are stronger, better, and more effective in our pursuits when we create space for everyone to be their authentic selves.

Benchmark Human Services has grown to become one of the most respected leaders in the country in the areas of intellectual and developmental disabilities (IDD) and behavioral health. We work with people of all ages at home, at work, and in the community through residential programs, employment services, crisis response, early intervention, and more. View our 65 Years of Stories campaign to learn more about the impact Benchmark employees have made across the country.

The St. Louis office is seeking a Client Financial Specialist who is responsible for establishing, reconciling, and maintaining consumer financial accounts, including paying bills, completing cash disbursements, tracking and monitoring account activity, and compiling documentation for audits.

Schedule

Monday to Friday 8am-4:30pm

Benefits

• Health, Dental, and Vision Insurance
• Mileage Reimbursement
• Paid Time Off and Sick Time Pay
• 401k Plan with Company Match
• Tuition Reimbursement
• Employee Discounts with Various Vendors
• Life Insurance
• Flexible Spending Accounts (FSA)
• Employee Referral Pay
• Advancement Opportunities

Responsibilities

• Serve as a liaison with banks to manage consumer accounts, complete Representative Payee paperwork, and coordinate with Social Security when needed.
• Develop and adhere to individual monthly budgets, ensuring timely payment of consumer bills and maintenance of required account balances for benefits eligibility.
• Monitor and maintain daily accounting records in the system, organize end-of-month financial records, reconcile accounts, and submit packets for audit.
• Collect receipts, food stamp ledgers, and provide copies of reconciled accounts to supervisory staff and guardians.
• Disburse funds for personal spending, deposit checks promptly, and maintain supplies like checks.
• Prepare and compile financial documents required for Medicaid, Section 8, or other financial reviews.
• Other duties as assigned.

Qualifications

• Valid driver’s license required.
• Proof of auto insurance and reliable transportation required.
• Bachelor’s degree in accounting preferred.

Benchmark Human Services is an EOE/AAP Employer. Veterans, women, and individuals with disabilities are encouraged to apply. Candidates selected for hire will be required to complete a background check in accordance with company policy and applicable laws.