Client Associate (1567)

Role Outline

Health Partners is one of the UK’s leading providers of occupational health and wellbeing solutions, we work with organisations across a wide range of industries to support the physical and mental health of their employees. 
We are seeking a proactive and highly organised Client Associate to join our team. This administrative role involves managing a wide range of cases from start to finish, ensuring the smooth delivery of workplace adjustments and support services. 
You will work with individuals who have physical, neurodivergent, or other conditions, such as musculoskeletal difficulties, mobility issues, mental health conditions, or sensory impairments. Your role will involve liaising with clients, employees, clinicians, and suppliers, as well as managing appointments, coordinating adjustments, and ensuring all recommendations are implemented effectively and efficiently. 
This is a rewarding and varied role that requires excellent communication, attention to detail, and the ability to work well under pressure.

Key Responsibilities

•    Answering phone calls, making outbound calls using a cloud-based telephony system which records calls for training and quality purposes.
•    Provide administrative support for Workplace Adjustments, MSK Treatment, and Neurodiversity and Disability Services.
•    Load and triage new cases, ensuring correct case types are created.
•    Liaise with clients, employees, internal teams, and third parties via phone, email, and letter.
•    Book appointments with clinicians or refer cases to third parties as needed.
•    Monitor case progress and ensure compliance with company and client processes.
•    Request and proofread reports and consent forms, escalating issues where necessary.
•    Order equipment, software, and organise coaching sessions, keeping stakeholders updated.
•    Work with suppliers and third parties to implement workplace adjustments.
•    Maintain case management spreadsheets and data for reporting purposes.
•    Calculate fees, manage purchase orders, and process invoices via SAP Concur.
•    Ensure confidentiality and compliance with GDPR and company policies.
•    Handle escalated or complex cases and attend meetings to progress them.
•    Work within SLAs and report challenges to the Team Leader.

What we are looking for

We are seeking a candidate who can confidently work remotely while adhering to GDPR guidelines and the company’s policies to ensure the protection of sensitive and personal information, in line with legal, regulatory, ethical, and best practice standards. 
You should have excellent verbal and written communication skills, strong organisational abilities, and attention to detail. To multitask and work well under pressure is essential, as is proficiency in IT systems, including Outlook, Word, and Excel. Familiarity with Office 365 and experience working in an Occupational Health or similar environment would be advantageous. You should also demonstrate a proactive approach, the ability to use your initiative, and a commitment to maintaining confidentiality and professionalism.
This role requires exceptional customer service skills, as you will play a vital role in helping our clients achieve their goals, all while embodying the company’s CORE Values: Caring Matters, One Team, Great Relationships, and Excellence at All Times.
To be successful in this role, you must possess the necessary skills and experience, as well as have access to a suitable, quiet workspace.

Hours

The role is full-time 37.5 hours per week, 7.5hours per day, where you will be expected to work during the core hours between 8.00am and 6.00pm Monday to Friday.

Location

Remote working from home within the UK

Remote Working Disclaimer

Please note we are only able to accept applications for those who reside in the UK for this remote vacancy.

Working overseas is not permitted and all applicants must ensure they are able to legally work and reside in the UK during standard working hours. 
Any applications from individuals who are not able to meet these requirements will unfortunately not be considered.
 

Salary

This is a fully remote position, offering a set salary of £24,000 per annum.

Company Benefits

We appreciate the people who work with us and our rewards package is reviewed regularly to reflect that. Our current benefits package is:

• Competitive annual salary dependent on qualifications and experience
• Contributory pension scheme up to 6%
• Life assurance
• Starting on 25 days annual leave plus bank holidays, increasing with length of service
• Have a day off for your Birthday (non-contractual benefit)
• Discounted gym membership
• Cycle to work scheme
• Health cashback plan

About Health Partners

Health Partners are committed to transforming the way health and wellbeing services are delivered in the UK. As one of the UK’s leading providers of occupational health and wellbeing solutions, we work with organisations across a wide range of industries to support the physical and mental health of their employees. Our mission is simple: to empower people to lead healthier, happier, and more productive lives.

With a strong focus on innovation and excellence, Health Partners combines clinical expertise with a personal, compassionate approach. Our multidisciplinary team of healthcare professionals, including occupational health advisors, physicians, physiotherapists, and counsellors, delivers tailored, evidence-based solutions designed to meet the unique needs of our clients and their workforce.

We pride ourselves on fostering long-term partnerships built on trust, professionalism, and results. Whether it’s through workplace health assessments, proactive wellbeing initiatives, or mental health support, Health Partners is dedicated to making a real difference.

At the heart of Health Partners is a culture of collaboration and continuous improvement. We believe in investing in our people and providing opportunities for growth, ensuring that our employees feel valued and inspired to deliver their best. By joining Health Partners, you’ll become part of a dynamic team that’s passionate about driving positive change in the workplace and beyond.

If you’re ready to make a meaningful impact in the field of health and wellbeing, we’d love to hear from you. Together, we can build healthier futures.
 

Application Process

To apply, scroll down and click ‘Apply Now’ or go to ‘Candidate Login’ at the top of this page. 

To discuss the role please contact the team at jobs@healthpartnersgroup.com

We look forward to receiving your application and joining our team!
 

Diversity & Inclusion Statement

Health Partners are a proud member of the Disability Confident employer scheme

Health Partners are extremely proud to support the needs of our employees and as such understands everyone has individual work and home life responsibilities. We’re happy to discuss flexible working arrangements for this role, should this be a requirement for you.

We aim to become one of the most inspiring companies to work for and to achieve this ambition, we need the best talent to come and work for us. We look for candidates with the right skills and values to join us and selection is based on a fair and equal process. We’re proud to be committed to equal opportunities and welcome applications from all backgrounds.

Diversity and Inclusion forms an integral part of everything that we do, bringing together the best talent, helping people to realise their full potential by being yourself at work and delivering an outstanding service to everyone – regardless of difference.