Client Financial Coordinator Floater
Advanced Behavioral Health, Inc.
Position Summary This position will be supporting both the Young Adult Services (YAS) money management/Adult Client Funds Management team that services clients at various state operated local mental health authority (LMHA) locations throughout the state. Each program has varying numbers of clients for whom the position fulfills the duties of the Representative Payee. At these locations, coverage duties include providing benefit payment management for clients involved in the YAS/Adult money management programs at the various state operated local mental health authorities. When not covering staff at the various locations, the assistant will serve as support to various locations needing the assistance. This position is a support position for up to 12 locations statewide and involves significant travel. Applicants must have reliable transportation. Duties and Responsibilities Provide back-up support to the Client Funds Management Team at various locations, including preparation of clients' monthly expenses for basic needs; provide direct services to clients receiving services; help clients with life building skills; process payment client requests according to the budgeted expenses including rent checks, utility bills, personal funds; assist with maintaining records and scanning backup documentation; disbursement of cash and checks to clients as budgeted; assist with receipt collections. Provide customer service and demonstrate therapeutic communication skills when engaging clients. Assist with preparation of reports for the Social Security Administration. Conduct quality assurance ensuring all policies and procedures for ABH®, Social Security, and the State of Ct Representative Payee Program comply. Maintain organized files and records of client requests and documents. Maintain confidentiality of all clients' protected health information and adhere to all HIPAA related policies and procedures. Demonstrate ethical behavior and cultural sensitivity in all activities involving individuals of diverse backgrounds. Perform other financial tasks and administrative duties as required to support business operations. Education and Experience Requirements Specialized training in Human Services and basic accounting skills. Associate's degree in Business Administration, Human Services or a related field, or a combination of related education and work experience. Three or more years of experience in Human Services specializing in mental health/substance abuse disorders and basic accounting. Therapeutic communication skills and interviewing techniques for the clients served. Experience with public sector work and/or State agencies. Any health related requirements by facility/provider must be fulfilled; attendance at annual Conflict of Interest training. Knowledge / Skills / Ability Knowledge of mental health services and substance abuse. Ability to demonstrate clinical acumen. Intermediate computer skills. Proficiency using the Microsoft Office package; Internet. Possesses accounting skills and the ability to use established computer programs to keep accurate records of all individual client accounts. Ability to work independently and in a team environment. Travel to various CT State Operative locations; valid driver's license. Accuracy and attention to detail. Excellent organizational skills including record keeping. Ability to demonstrate accountability while functioning with autonomy. #J-18808-Ljbffr Advanced Behavioral Health, Inc.
- 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...SuggestedPart time
- Advanced Behavioral Health, Inc. seeks a Client Financial Coordinator to support clients in money management and budgeting, coordinating with clinicians and families to tailor plans. The role involves assisting with applications for financial resources and liaising with...Suggested
- H&R Block in New York is seeking a Seasonal Experienced Tax Professional to prepare accurate returns, interview clients, and identify tax savings opportunities. You will deliver personalized guidance and build lasting client relationships, backed by comprehensive training...SuggestedSeasonal workWork at officeLocal area
- ...seeking a seasonal Tax Advisor to prepare accurate tax returns for clients with diverse situations, including individuals and small... ...in a local office. You will conduct client interviews to assess financial situations and provide clear recommendations, building lasting...SuggestedSeasonal workWork at officeLocal area
- ...Professional in Hazlet Township, NJ. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations, supported by our training and technology. This in-person role offers...SuggestedHourly paySeasonal work
- ...Job Description Job Description INSURANCE / PATIENT CARE COORDINATOR — Full Time Morganville, NJ | Cambridge Square Dental Cambridge... ...dental insurance benefits 2 Review treatment plans and financial information with patients 3 Schedule and confirm...Full timeWork at office
- Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement....Remote workFlexible hours
- ...our New York branch to represent the brand and deliver exceptional service. You will acquire, manage, and retain client relationships using your financial knowledge to offer thoughtful solutions that address clients’ needs. You will learn and promote Chase products and...Weekend workAfternoon shift
- ...the brand with hospitality, Acquiring, managing, and retaining client relationships using banking solutions and technology. The role... ...and evenings. You will engage clients, advocate for solutions, and connect them to experts to meet financial needs. #J-18808-Ljbffr AumniWeekend workAfternoon shift
- A local software company in Eatontown, NJ is seeking an Accounting Client Specialist. The role involves providing support to New Jersey school districts for their payroll and accounting systems. Ideal candidates will have administrative experience in accounting within...Full timeWork at officeLocal areaRemote work
- This position centers on financial education delivery and helping individuals understand long-term planning strategies. In this position... .... The role emphasizes education, professionalism, and ethical client engagement. Position Overview This role is designed for professionals...Remote work
- A leading financial services organization in Middletown Township seeks professionals passionate about financial education to guide individuals... ..., building long-term relationships, and maintaining ethical client interactions. Candidates will enjoy a performance-based...Remote job
$50k - $80k
...excellent technical skills, and a desire to work in a collaborative, client-focused environment. Schedule Hours: 9:00 a.m. - 5:30 p.m.... ...needs Key Responsibilities Maintain accurate and up-to-date financial records for multiple clients Prepare and analyze financial...Full timeMonday to Friday- ..., contract Bookkeeper role responsible for supporting multiple client accounts with day-to-day accounting activities. The Bookkeeper... ..., maintain the general ledger, and prepare accurate and timely financial reports. Responsibilities include posting journal entries, managing...Contract workRemote work
- J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in New York. You will deliver comprehensive financial planning and advice to individuals and families... ...lasting client relationships and coordinating with partners to provide tailored investment...
- Guardian Life is seeking a Senior Lead Financial Analyst for its Client Solutions & Wealth Management team. This hybrid role drives planning, forecasting, and P&L insights for PAWM and GWP, shaping capital allocation, pricing, and growth decisions. You will build ROI frameworks...
- Integrated Financial Concepts is seeking an experienced financial advisor who delivers outstanding service to help clients achieve their financial goals. The role emphasizes long-term advisor relationships, industry knowledge, and meticulous attention to detail. You will...
- ...Our client is a private elementary day school, and they're seeking a Bookkeeper/Accountant for their Business Office. Responsibilities Include: Bank Reconciliations Accounts Payable Accounts Receivable Journal Entries Perform Year-End Audit Monthly...Full timeSummer holidayWork at officeMonday to Friday
- H&R Block is seeking a Seasonal Tax Associate to join our local tax office. You will meet with clients, gather information, and prepare returns with training from experienced teammates, while explaining tax concepts clearly and identifying opportunities to save taxes. The...Hourly paySeasonal workWork at officeLocal area
- H&R Block is seeking a seasonal Tax Associate to join our local tax office in New Jersey. You will meet with clients, gather information, and help prepare tax returns with training and support from experienced teammates. No prior tax experience required, and you’ll earn...Hourly paySeasonal workWork at officeLocal areaFlexible hoursAfternoon shift
- Business and Financial Analyst Concurrent Technologies Corporation Remote Minimum Clearance Required: None Clearance Level Must Be Able... ...design tools to tackle complex challenges for a diverse set of clients. The Business and Financial Analyst provides professional...Work experience placementWork at officeRemote workFlexible hours
- ...Specialist to support the end-to-end Order to Cash process, including client billing, project setup, and revenue accounting in a global... ...in the office. You will drive process improvements, maintain financial controls, and collaborate across finance teams to ensure timely...Work at office
$60k
...help manage the company's operational and financial affairs. It is important that any... ...interfacing directly with customers and clients. The successful candidate must be an excellent... ...physical and electronic filing systems Coordinates reporting, including the creation and...Work at officeFlexible hours- ...the position located in the Underwriting Solutions division. The role involves collaborating with internal teams to support external clients and delivering ad hoc analyses to enhance client processes. The ideal candidate holds a math/actuarial degree (ASA/ACAS a plus)...Remote job
- ...approach makes FAST unique among its competitors and sought after by Financial Services companies looking to ditch yesterday's solutions that... .... Responsibilities Work with internal team to support external clients Performs ad hoc analyses as needed Provide expertise to clients...Full timeTemporary workWork at officeRemote workFlexible hours
- H&R Block in New Jersey is seeking a Seasonal Tax Associate to meet with clients, gather information, and prepare tax returns with guidance from experienced teammates. This in-person role offers on-site training and potential for increased earnings as tax knowledge grows...Seasonal work
- H&R Block is seeking a seasonal Tax Associate in Marlboro Township, NJ. You’ll meet with clients, gather information, and prepare tax returns with training and support from experienced teammates. You’ll explain tax concepts clearly and identify savings opportunities, building...Hourly paySeasonal workWork at office
- Verisk is seeking an Actuarial Analyst for Life Insurance and Annuity Markets in Holmdel, NJ (Remote). You will support external clients, perform ad hoc analyses, and provide actuarial expertise to improve business processes. A math/statistics/actuarial degree and ASA/ACAS...Remote jobFlexible hours
- ...days a week in Manalapan, NJ Our back-office team plays a critical role in supporting the consultants we deploy across the country and the clients we serve every day. If you or someone in your network may be a great fit, please feel free to reach out directly....For contractors3 days per week
$82.77k - $135.98k
...Financial Analyst Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a motivated individual to join our team. Reporting to the Head of Planning & Expense...H1bWork at officeVisa sponsorshipWork visa
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Financial Coordinator Floater. Be the first to apply!
- financial sales Middletown, NJ
- financial banking Middletown, NJ
- finance financial Middletown, NJ
- financial Middletown, NJ
- financial clearance Middletown, NJ
- financial aid Middletown, NJ
- financial institutions Middletown, NJ
- dental financial coordinator
- finance coordinator assistant
- regional financial coordinator



