Client Program Coordinator

Client Program Coordinator

Location: Newton, Massachusetts (Hybrid, 2-3 days per week in office)

Reporting to: Client Program Manager

Employment Type: Full-Time

Salary: $55,000

Position Summary

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

Key Responsibilities

Client Program Management

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

General Operations

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.

Required Skills

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.

Required Education and Experience

Bachelor’s degree from an accredited college or university.

0-2 years of experience in account management, client services, operations, media relations or public affairs. (Internships count as experience!)

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

Work Environment

Hybrid (2-3 days in office)

Office Located in Newton, MA

Free parking

Light travel required (primarily to New York City)

Salary

$55,000 per year

CORE COMPETENCIES

TEAMWORK – As a Client Program Coordinator, you will work with a diverse set of individuals and you must have the ability to empathize and collaborate with individuals from a range of background and experiences.

INTEGRITY – Much of our work is dependent on trust and respect, so consistency of actions and taking responsibility for one’s own actions is very important. We value team members that strive to do what is right.

ACCOUNTABILITY – We value the ability of our team and organization to honor our commitment to clients and to other team members.

HUMILITY – Value openness and curiosity to learn from team members and all that we serve. Be open to personal change and continuous improvement.

RESULTS-DRIVEN – Have an excellent track record of outcomes. Our clients depend on us to deliver top quality trainings and content. Every task (small or great) should be geared at deliverin…