Client Funds Associate

BrightSpring Health Services

We are seeking a positive, team oriented candidate to provide exceptional customer service as they represent the Support Center to operations while processing transactions, responding to questions, and contributing to a dynamic team environment. Responsible for accurate and timely processing of resident trust account requests from operation/field to ensure availability of funds and maintain appropriate transaction records to maintain compliance with external reporting requirements including audit. Reports to Manager, Client Funds.

* Maintain accurate, organized, and current records for all client trust fund accounts
* Data entry for client fund accounts
* Deposit all funds received by individuals per company policy/practice and regulations and work with the Business Manager/Office Coordinator
* Prepare, post, and issue persons served weekly allowance funds based on interdisciplinary team's recommendation
* Upon proper request, verify availability of trust fund monies and issue within State regulatory requirements and company policy
* Verify all receipts to ensure purchase and documentation meet state/federal regulatory requirements and company policy/practice
* Complete proper discharge practices, transferring and closing trust fund balances
* Work with the Business Office to resolve reconciling items including void and reissue disbursements as needed
* Make appropriate entries for monthly applied income charges and issue checks with appropriate backup to process per company policy/practice
* Complete assigned work and meet productivity standards
* Logs information about customer service interactions into systems; updates information in a timely and accurate manner in order for associates to able to track service inquiries and resolution
* Other responsibilities as assigned

Education and Experience
* High School diploma or GED required
* One year of related experience preferred
* One year computer experience to include Windows applications
Skills and Abilities
* Must possess the ability to deal tactfully with personnel, residents, family members, government agencies, and general public.
* Ability to respond effectively to sensitive inquiries and complaints.
* Proficient computer skills to include email, word processing, and spreadsheet applications.
* Illustrated success in managing multiple tasks simultaneously.