Client Advisor

Overview

An exciting new opportunity has arisen for a Client Advisor who will be based at our Wakefield Office and Talking Shop. You will provide first point of contact for clients and professionals wanting to arrange a referral into service.

• Answer high volumes of calls and other methods of contact including email and online referrals.
• Carry out the initial triage and screening for new clients who want to make a referral for assessment and treatment.
• Respond to calls and email enquiries from existing clients and professionals.
• Book clients into treatment appointments via phone and email.
• Work with clients to help and support booking onto wellbeing workshops and groups.
• Process data accurately and sensitively, in accordance with GDPR and best practice.
• Work closely as a team and with approval from the manager to ensure that the "knowledge base" is accurate and up to date.
• Update Turning Points Client Record system and other related systems with new information and keep existing records accurate and up to date.
• Identify and escalate priority/risk issues through the appropriate channels.
• Work towards and exceed performance indicators and service levels set by your manager.

This area of the business is fast paced, challenging and subject to continuous change and development. To be considered for the role you will need to be able to multi‑task, remain calm under pressure and provide consistent, high levels of customer care.

It is essential that you have excellent communication skills, both written and verbal, and are able to liaise confidently with people at all levels. You will have good organisational skills and the ability to adapt to meet the needs of the client. A good understanding of Microsoft Office, Excel and spreadsheets is essential.

Previous experience of working within a customer service environment or contact centre is desirable. We will also consider applicants with experience in a service focused on health and social care.

You will be required to work on a 7‑day rota basis between the hours of 8:00‑20:00.

What does it take to become a leading health and social care organisation in the UK? It takes people who can turn lives around every day – providing support and encouragement, delivering innovative services and generally improving life for individuals affected by mental health problems. As a leading health and social care provider with more than 300 locations across England, we take real pride in the services we offer.

We run all of our services on a not‑for‑profit basis; instead, we invest every penny back into our services and people.

We offer 31 days' paid holiday a year, increasing with each year of service up to 33 days, with the option to buy additional holidays. We also provide a comprehensive benefits package that supports recognition, celebration, and opportunities to boost your career.

Join our team and discover the comprehensive benefits we offer by exploring all the exciting perks available to our employees.