Client Services & Marketing Team Assistant

20 April 2023

  • Full Time & Permanent

  • 00015

  • -

Job Description

  • Fully remote role – we will supply phone and laptop
  • 8.45am -17.30pm
  • 25 days holiday
  • Pension contributions
  • £180 per quarter payment for homeworking; utility bills

Redcliffe Training Associates Limited is a very successful and highly regarded finance training course and conference provider with an international and blue-chip client list. Due to its success the position of Client Services & Marketing Team Assistant has become available.

The position requires an extremely high degree of personal organisation and attention to detail. It also requires intelligence, diligence, accuracy, the ability to think for yourself and to show initiative as well as the ability to thrive under pressure whilst maintaining control, being professional and adopting, at all times, a can-do attitude.

The successful candidate must have an excellent command of the English language, a high degree of self-motivation and be both flexible and very hard working.

The successful candidate will work for a great company which encourages ideas and where everyone feels part of a successful team. The successful candidate will be actively encouraged to make the role their own by being enterprising, hardworking and client centred.

This is a unique role providing vital support across a number of areas of the business. The successful candidate will be working in a very busy remote office environment with a hard-working, motivated and friendly team. It would suit someone with 1-2 years of corporate office admin experience who is looking to expand their role & take on a new challenge.

They will be working closely with a number of other team members & report to both the Head of Email Marketing & Trainer Liaison Manager & Client Support, both of whom will provide full and on-going training and support but will expect to see desire and enthusiasm from the successful candidate to work using their own initiative. The candidate will also work closely with other team members in sales and client services.

The successful candidate will work remotely from home and will be supplied with a laptop, phone and quarterly internet and utility allowance.

Tasks & Duties;

Email Marketing

  • Scheduling email marketing campaigns
  • E-shot design
  • Campaign set-up and send
  • Reporting
  • Segmentation
  • Dealing with the replies;
    • Hard bounces
    • Leavers
    • Opt-outs
    • Enquiries;
      • For public course booking
      • For in-house presentations

E-marketing Support

  • Public Course Scheduling
  • Attend weekly course schedule meeting
  • Maintain accurate course & trainer records in CRM
  • Scheduling of additional ad-hoc courses / new courses using CRM
  • Timely cancellation of public courses where required
  • Notifying team of weekly changes to public course schedules
  • Use of bespoke e-marketing system to accurately review & present best options for scheduling of ad-hoc courses to maximum recipient groups
  • Manual scheduling of e-shot campaigns for all ad-hoc courses
  • Notify booked course participants of public course date changes
  • Notify & liaise with trainers regarding all schedule changes
  • Add new e-shot templates to bespoke e-marketing templates and amending/editing existing course templates
  • Update website when changes are made to course outlines or existing outlines have been updated
  • Check email templates for errors and submitting templates for schedule when required

Client Support

  • Call / email new clients with a “welcome pack / message”
  • Managing client contact records in CRM
  • Maintaining accurate and up-to-date records on our CRM
  • Researching client information to ensure data is correct when adding new clients to CRM
  • Assist in dealing with public course enquiries
  • Sending brochures / calendars / previous booking history to decision makers and following up
  • Pro-actively contacting existing clients 3, 6, 9, 12 months after a course to seek repeat business
  • Up-sell communication to clients booking public courses
  • Administrative set-up of client calls with trainers in relation to in-house enquiries
  • Post course follow-ups to gather feedback
  • Plus any other duties to assist the department and assisting with the editing of the course materials if needed

Trainer Liaison Support

  • Research & identify potential new trainers and/or courses to a given brief
  • General communication with trainers for availability, course outline updates and scheduling changes


  • You will be expected to work smart
  • You will be expected to have excellent IT skills
  • You will be expected to be extremely well organised
  • You will be expected to have excellent attention to detail
  • This is a fast-paced environment so you will need to be a very quick learner
  • You will be expected to take detailed notes to aid you after the induction training
  • You will be expected to ask lots of relevant questions during the induction training

Required skills and personal attributes

  • Excellent use of all Microsoft Office applications
  • Must be extremely well organized
  • The ability to multi-task & manage own workload, prioritise and work/keep to deadlines
  • Must be pro-active with a “can do” attitude
  • Must have a good eye for detail
  • Must be accurate and diligent
  • Must be a quick learner
  • Must be hard working
  • Must be able to work accurately under pressure
  • Previous experience & a good working knowledge of MS Dynamics would be advantageous
  • 2 years of corporate office admin experience

To Apply:

Please send your CV for the attention of Andy Packer (Managing Director) [email protected]

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