Client Program Coordinator

Wall Street Prep•Newton, MA

8d•Hybrid

About The Position

The Client Program Coordinator (CPC) serves as a key member of our operations team, which supports the account management and business development teams. The CPC plays a central role in helping to guide clients through our onboarding, product delivery, and renewal process to help drive revenue growth. Primary responsibilities include executing operations and logistics for our training programs, developing relationships with client accounts, which could be across corporate, public, and university verticals, and contributing to key account retention and expansion. The CPC must thrive in novel, high-stakes situations that require creativity, intuition, and big-picture thinking, and will have an opportunity to work closely with senior leaders at Wall Street Prep as well as with decision-makers at top investment banks, private equity firms, and Fortune 500 Companies.

Requirements

Demonstrable customer service experience
Excellent follow-through and ability to build trust and credibility with clients by consistently delivering best-in-class client service experience
Ability to think and plan ahead without prompting
High degree of organizational skills and attention to detail
Superb ability to communicate effectively (verbally and in writing) with a team and client base that has diverse and varying communication styles.
Excellent listening, negotiation and presentation skills
Experience working with Excel and PowerPoint
Ability to prioritize tasks in a dynamic and ever-changing environment
A collaborative team player who is excited to have a dynamic role in a growing organization
Proven ability to work cross-functionally with operations, business development and account management teams
Passion and commitment to bringing the best financial services training resources to improve training outcomes for all our clients.

Nice To Haves

Experience in financial services (investment banking, asset management or private wealth management) is a plus.

Responsibilities

Support Client Program Managers by coordinating all logistics for live seminars (in person and/or virtual) including scheduling, being proactive with internal communications with trainers, reviewing travel bookings, and having professional client communications.
Take the lead in executing additional tasks related to key client accounts and the integration of users into our LMS system.
Coordinate planning/debrief calls with existing clients.
Assist with client quarterly business review sessions or other periodic check-ins.
Work with our business development teams to provide best-in-class service to our potential future and existing key corporate client accounts.
Oversee and execute on logistics for our University, Public Seminars and/or virtual or live team or marketing events. This includes scheduling, coordinating calendar invites, reviewing travel booking, creating logistics docs, setting up online accounts.
Assist in fulfilling client requests within Wall Street Prep’s customer support desk.
Assist various members of the senior leadership team with ad hoc projects, such as documentation of internal processes, creation of marketing materials, and the upload and management of website content in WordPress.
Work in partnership with the Head of Learning to coordinate staffing assignments for training sessions.
Serve as a liaison to the Finance department to ensure invoicing information is processed correctly.