Client Onboarding Co-Ordinator

Description

Client Onboarding Co-Ordinator

Location: 169 Newhall Street, Birmingham, B3 1SW (On-site)

Salary: £24,000 – £25,000 per year

Hours: Full-time, Monday–Friday, 9am-5pm

About the Role The Client Onboarding Coordinator plays a key role in supporting participants at the very start of their journey on the Restart Scheme. You will be responsible for organising initial engagement, ensuring all required processes are completed correctly, and helping participants access the right support as quickly as possible.

This position is central to making sure every participant receives a well-structured introduction to the programme, clear goals, and an achievable action plan. You will work closely with Progression Coaches, Skills Trainers, In-Work Support Coaches and Employer Engagement staff to coordinate services and maintain high-quality records in line with contractual requirements.

The role combines administration, coordination, compliance and people-facing support. You will regularly interact with participants, Jobcentre Plus staff and employers, ensuring a professional and welcoming experience from first contact through to employment.

Key Responsibilities Participant Engagement & Coordination

Arrange and coordinate initial meetings and onboarding appointments

Conduct warm handovers between Jobcentre Plus work coaches and participants

Maintain regular contact with participants to support engagement

Signpost participants to training, childcare support and benefits advice where required

Refer participants to In-Work Support Coaches once employment is secured

Support participant attendance at workshops and interventions Programme Administration & Compliance

Maintain accurate participant records and case notes on the management information system

Complete and check onboarding paperwork in line with contractual and quality standards

Ensure post-employment tracking and evidence collection is completed

Prepare files and documentation for internal and external audits

Monitor attendance and assist teams to achieve engagement targets (including session attendance) Internal Team Support

Provide administrative support to Progression Coaches, Skills Trainers and Employer Engagement staff

Coordinate participant bookings for workshops and interventions

Liaise with internal teams to resolve attendance, engagement or employment issues

Assist in monitoring service delivery standards and corrective actions where required Employer & Stakeholder Support

Build positive relationships with employers and local partners

Assist in securing job opportunities and placements for participants

Liaise with Jobcentre Plus and external organisations as needed Financial & Data Management

Reconcile participant spend and upload supporting evidence daily

Ensure all financial activity follows company procedures

Update systems and trackers in line with contractual requirements

Support preparation of funding applications when required Onboarding Process Responsibilities Initial Meeting Preparation

Gather participant background information, barriers and employment goals

Prepare meeting agendas and required documentation

Arrange meeting logistics (room bookings, virtual meetings, materials) Diagnostic Review

Analyse participant information following the initial appointment

Work with coaches to identify support needs and employment opportunities

Produce a structured diagnostic summary

Review findings with the participant and agree next steps Action Planning

Support creation of a clear participant xjnqpsq action plan

Ensure goals are realistic, measurable and achievable

Document agreed actions and responsibilities

Obtain internal approval and participant agreement Skills & Experience Essential

Strong administration and organisational skills

Experience working with databases or management information systems

Good attention to detail and accurate record keeping

Ability to communicate confidently with participants and professionals

Experience handling queries and resolving issues

Ability to work independently and as part of a team

Good time management and prioritisation skills

Proficiency in Microsoft Word and Excel Desirable

Experience within employability, training, education or welfare-to-work programmes

Experience working with Jobcentre Plus or government funded contracts

Knowledge of compliance and audit requirements

NVQ Level 2 Business Administration (or equivalent)

Basic financial administration experience Personal Attributes

Approachable and supportive manner

Professional and organised

Problem-solver with initiative

Comfortable speaking to a wide range of people

Able to manage multiple tasks and deadlines

Ad ID: 5417847934