Client Referral & Onboarding Specialist

Greenhouse Software, Inc.; Pontypool; Hybrid; GBP 22,000 - 26,000; Full time

Job summary

The Owl Centre in Pontypool, Wales is seeking a Client Referral Coordinator on a 12-month FTC to support referrals, onboarding and administration across our services.

You will process referrals via email, website, e-RS and SharePoint, register clients, send pre‑assessment questionnaires, chase missing information and respond to waiting‑list queries. Training is onsite, then a hybrid pattern (2 days in office, 3 days from home).

Qualifications

• Experience in an administration role.
• Familiarity with MS Office apps (Excel, Word, PowerPoint).
• Healthcare sector experience is advantageous.
• Ability to coordinate multiple referrals and diary management.

Responsibilities

• Process incoming referrals across email, website, e-RS and SharePoint with accurate screening.
• Register clients on Think Divergent and assign to pathways.
• Send pre-assessment forms and triage questionnaires to support clinical review.
• Follow up incomplete referrals by requesting missing information.
• Answer waiting-list queries with clear, helpful information.
• Liaise with GPs and NHS/private providers regarding referrals.
• Monitor referral flow and waiting lists across contracts.
• Manage shared inboxes on a rota basis.
• Develop knowledge of The Owl Centre’s services and pathways.

Skills

Organization

Communication

Self-motivation

Data reporting

Tools

Excel

Word

PowerPoint

Job description

The Owl Centre in Pontypool, Wales is seeking a Client Referral Coordinator on a 12-month FTC to support referrals, onboarding and administration across our services.

You will process referrals via email, website, e-RS and SharePoint, register clients, send pre‑assessment questionnaires, chase missing information and respond to waiting‑list queries. Training is onsite, then a hybrid pattern (2 days in office, 3 days from home).