• Senior Client Services Executive

    Job Locations UK-Sutton Coldfield
    Posted Date 2 weeks ago(9/5/2018 6:08 AM)
    Division
    Risk & Compliance
    # of Openings
    1
    Brand
    CLT International
  • Company Outline

    CLT-INTERNATIONAL---MASTER_risk_comp1

    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 provide a high quality customer service, managing complex correspondence to support existing and potential clients. Maintaining excellent relationships with delegates and employers, and communicating effectively with team members and working collaboratively with Wilmington plc core areas and external parties.
    • To efficiently organise venues and lecturer’s travel for all our programmes worldwide with little supervision.
    • To efficiently organise, print, dispatch and track delivery for all programme materials and post exam processes.
    • To register delegates onto various programmes with little supervision, providing them with high quality service and support.
    • 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 attend meetings and provide cover in the absence of other members of staff

    Skills and Experience Required

    The person in this role will be organised, efficient, personable, helpful, proactive, diligent and accurate with a can do attitude, who supports internal and external stakeholders in order that they too may achieve their objectives.

     

     

     Skills Required:

    • Minimum of 2 years’ experience in an administrative position
    • Minimum of 1 year experience in Customer Service
    • Excellent writing skills and professionalism

    • 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

     

     Expectations:

    • To be professional, efficient and organised, ensuring delivery of excellent customer service
    • To work well as part of a team and collaboratively with other departments
    • To maintain knowledge of all Programme terms & conditions
    • To work effectively using own initiative and work without supervision

     

    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”

     

    Wilmington

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