(Client Services) Administrator

UK-Sutton Coldfield
3 weeks ago
Risk & Compliance
# of Openings
CLT International

Company Outline


CLT International (www.cltint.com) prides itself in designing and delivering best-in-class professional training for those engaged in inter-generational wealth management.  The programmes we create are delivered for and in partnership with the Society of Trust and Estate Practitioners (STEP).  We have been doing this for 15 years on a global basis and we are expanding the team.  The training we create is accredited and certificated and is delivered in over 50 countries.  CLTI is a U.K. based organisation and part of Wilmington plc's Risk & Compliance Division. (www.wilmingtonplc.com).

Main Purpose of Role

Our Client Services team is at the very heart of our organisation and work closely alongside our Programme Development team to provide excellent customer service and outstanding programme support.


Key roles will include:

  • To efficiently register delegates onto various Programmes, assisting with Data Management, Course Logistics, all with providing a high quality professional service and an enhanced customer experience under the direction of the Office Manager.
  • To maintain excellent relationships with delegates and employers, and communicating effectively with team members and working collaboratively with Wilmington plc core areas and external parties.
  • To contribute ideas to improve processes and improve customer satisfaction and programme delivery and to understand the business framework to respond to customer demands.
  • To learn and be trained on other areas contributing to the efficient delivery of programmes, office cover and client satisfaction (course notes/exam papers printing – results release – certificates printing – course venues flights/hotels bookings
  • To attend meetings and provide cover in the absence of other members of staff


  • Accurately register candidate details onto the various Programmes, including making transfers, cancellations, exemptions and resits
  • Update and maintain systems including Moodle, DRM, Claritum, Salesforce and Trackers
  • Processing cheque and credit card payments, refunds, issuing invoices, arranging payment plans and liaising with finance accordingly
  • Ensure joining instructions and pre-course material are distributed to delegates and course organisers
  • Ordering of course manuals as and when required
  • Dealing with queries, general communication and correspondence with delegates
  • Help with the preparation of reports for meetings
  • Salesforce support with reports, advising and providing guidance to team, troubleshooting.


Skills and Experience Required

  • Minimum of 1 years’ experience in an administrative position
  • High level of accuracy and attention to detail
    • Organised with the ability to deal with conflicting priorities
    • Confident manner with the ability to communicate to all levels both verbally and in writing
    • Excellent Customer Service (Telephone and writing skills, face to face presentation)
  • Excellent IT skills, including intermediate level Word, Microsoft Mail, Excel and PowerPoint

We are focused on ensuring that Wilmington remains a great place to work. We value our people and we continue to invest in their career development. We encourage learning, and career opportunities are possible across all Wilmington companies

“We are committed to equality, equality of opportunity and valuing diversity”




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