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Apprentice client liaison officer

Grantham
Northwest Education and Training Ltd
Client liaison officer
£27,000 - £31,200 a year
Posted: 21 September
Offer description

Key Responsibilities (duties to be undertaken during the apprenticeship

Client Engagement & Service Guidance

● Respond to enquiries by phone and email with clarity, patience, and professionalism.

● Use active listening and empathy to understand client needs and guide them to the most suitable service.

● Explain Nellie Supports' multidisciplinary services and basic case law (e.g. Banks v Goodfellow) in accessible terms.

● Soft-sell services ethically while maintaining excellent customer service and trust. ● Maintain a helpful, approachable, and knowledgeable manner at all times. Administrative Coordination

● Create and maintain accurate client records and files.

● Prepare and issue quotes, invoices, and payment requests using our accounting systems.

● Process payments and manage financial documentation with accuracy and care.

● Manage a caseload of enquiries and ensure deadlines are met. Service Logistics

● Take and process new instructions efficiently.

● Liaise with clients, families, referrers, and assessors to coordinate appointments and resolve queries.

● Organise and manage diaries, book appointments, and handle rescheduling.

● Act as the key link between the client and assessor, supporting a smooth and informed client journey. Assessor Support

● Assist assessors with administrative support for benefit reviews and brokerage services.

● Manage case tracking and client communication pre- and post-assessment.

Essential Qualities and Skills

● Excellent communication skills, both written and verbal.

● Excellent computer and IT skills, with confidence using multiple systems.

● Strong customer service skills with a professional, empathetic approach.

● High levels of empathy, patience, and emotional intelligence.

● Demonstrated ability to multi-task, manage a case load, and meet deadlines under pressure.

● Highly organised, detail-oriented, and proactive.

● Ability to work independently while contributing positively to teamwork.

● A thirst for knowledge and professional growth.

● Comfortable handling basic financial tasks and quoting – good with numbers.

Desirable Qualifications and Experience

● Previous experience in a health or social care setting.

● Background or confidence in sales or service-pairing roles.

Job Types: Full-time, Apprenticeship

Pay: £7.55 per hour

Expected hours: 37.5 per week

Benefits:

* Company pension
* On-site parking

Education:

* GCSE or equivalent (preferred)

Work Location: In person

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