Client Services Executive

UK-Sutton Coldfield
2 weeks ago(4/1/2018 11:07 AM)
Risk & Compliance
# of Openings
CLT International

Company Outline


CLT International ( 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. (

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 organise Venues and lecturer’s travel for all our programmes Worldwide with little supervision, contributing to the effective running of the Business.
  • 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 etc)
  • To attend meetings and provide cover in the absence of other members of staff

Other responsibilities:


·         To efficiently organise course/exam venues for various programmes – liaising with existing venues – researching new ones – reviewing & signing contracts – processing payments/invoices

·         To organise tutor’s travel– liaising with existing contacts – website research – liaising with tutors

·         To organise work permits – liaising with Immigration offices – local contact – tutors

·         To put timetable together for all Programmes liaising with tutors – venues and course developers – checking bank holidays and working closely with the Marketing Team to update websites

·         To monitor Domestic workshop numbers – adding sessions – merging sessions – communicating with delegates and updating systems and Venues Dpt

·         To monitor revision days interest efficiently – liaising with delegates – tutors and Venues Dpt

·         To manage events on SF (adding – cloning – cancelling) – liaising with Course Developers to obtain relevant Moodle codes -

·         To process invoices  - checking -  coding  and submitting  them for payment – liaising with Clients and Account Dpt

·         To update and maintain systems including Moodle (making sure delegates are in the right groups), Claritum (printing of course materials), Salesforce (budget – closing dates),

·         To monitor new events added on SF via reports to make sure master is up to date for course materials purposes

·         To ensure joining instructions are up to date  and venues confirmed prior to going out – report management

·         To close all non-assessed past events

·         To act as office cover for the Course notes/Exam Administrator when out of the office (printing materials – results release – certificate printing etc)

·         To help as and when required with the registration of delegates onto the various Programmes, including new, transfers, cancellation, resits e – taking payments – sending emails – answering queries

·         To answer registrar email on a daily basis to effectively contribute to our Customer experience improvement

·         Salesforce/Moodle - 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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