Client Financial Coordinator

Description:

POSITION SUMMARY:

The Young Adult Service Client Financial Coordinator is responsible for processing and monitoring fund requests, generating daily, weekly and monthly annual requests/reports for funds either Social Security or DMHAS Client Support Fund dollars, and providing superior customer service under the Department of Mental Health and Addictive Services (DMHAS).  This position staffs DMHAS funded State Operated facility and works closely with the YAS clinical team fulfilling the fiduciary obligations for the clients. The position involves both financial services and Case management services to a population of Young adults ages 18-25. Along with teaching these clients budgeting skills.  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.

DUTIES AND RESPONSIBILITIES:

  • Provide direct services to clients referred for assistance in the management of their funds, including assessment of money management needs, supportive contact to develop and revise budgets, problem solving around financial conflicts and the disbursement of funds.
  • Input requests into the YAS system based upon the approved budget with detailed item requests and any attached documentation.
  • Provide direct services to clients referred for assistance in the management of their funds, including assessment of money management needs, supportive contact to develop and revise budgets, problem solving around financial conflicts and the disbursement of funds.
  • Act as the day-to-day liaison between the Financial Unit, Treatment team, Vendors, and the ABH® Finance Department. 
  • Communicate with the Treatment team on why a request cannot be processed, i.e. lacking documentation, other pending disbursements scheduled, etc. 
  • Communicate with the Treatment team on any receipts, invoices, or other documentation. 
  • Communicate with the Treatment team concerning changes to the client’s information, i.e., rent changes, location changes. 
  • Communicate with the Treatment team and ABH® Finance Department concerning special or emergency requests.
  • Communicate with Vendors regarding any checks that have not cleared within 30 days from the disbursement date.
  • Handle Vendor inquiries.
  • Input additional documentation pertaining to requests received after a disbursement is made, and including client receipt of funds signatures. 
  • Receive checks/cash distributions from ABH Finance and distribute to the Treatment team or the client for delivery.
  • Begin processing the workflow of requests received by the DMHAS YAS Treatment team. 
  • Check each request for completeness and confirm adequate client support fund account balances prior to further processing.
  • Obtain client/DMHAS Staff receipt signatures at the time of distribution of checks/cash to the clients or YAS Case Managers.
  • Makedistributions to the appropriate client/DMHAS staff which is generally done while on-site at the State Operated facility and ensure that client/staff signatures and dates are on the documents and receipts are collected in a timely manner.

EDUCATION AND EXPERIENCE REQUIREMENTS:

  • Bachelor’s 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;
  • Must have basic/intermediate accounting/budgeting experience; preferably through work experience or college
  • Compliance with current State of Connecticut and federal health and vaccine requirements.

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;
  • Ability to teach basic budgeting skills to YAS clients
  • Ability to work with Clinical staff in a fast paced clinical environment
  • Ability to work closely with the YAS Housing Coordinator
  • Proven ability to develop and sustain a high level of customer satisfaction;
  • Possess strong communication skills (both verbal and written) and motivational skills;
  • Proven ability to work on multiple projects simultaneously and multi task as necessary to meet deadline;
  • Detail oriented a must;
  • Ability to work well with all levels of staff and guests;
  • Ability to identify problems/issues, troubleshoot and resolve in a timely manner.
  • Excellent interpersonal skills;
  • Ability to manage shifting priorities when necessary;
  • Ability to learn computer programs/applications designed for this program.
  • Demonstrates a “can do" attitude
  • Demonstrates evidence of sensitive consideration of cultural, spiritual and gender issues in service delivery.
  • Ability to work with the Mental Health and Substance Abuse Programs

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We are an Equal Opportunity Employer.


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Advanced Behavioral Health, Inc.

213 Court Street
Middletown, CT 06457

Phone: (860) 638-5309
Fax: (860) 638-5302