Wall Street Prep

Financial Services

ClientProgramCoordinator

$55k+ Newton, Massachusetts, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Program Coordinator at Wall Street Prep. Skills: Client program management, Operations execution, Stakeholder management. Coordinate logistics for seminars. Schedule training sessions”

What You'll Achieve.

Drive revenue growth; Client retention; Client expansion; Improve training outcomes

Industry & Context.

Financial Services
Problems you'll solve

Think and plan ahead

Eligibility Requirements

Light travel required

What They're Looking For.

Must Have

Bachelor's degree, 0-2 years experience, Customer service experience, Excellent follow-through, Ability to build trust, Plan ahead without prompting, High organizational skills, Attention to detail, Communicate effectively, Excellent listening skills, Negotiation skills, Presentation skills, Experience with Excel, Experience with PowerPoint, Prioritize tasks, Work cross-functionally, Passion for training resources

Nice to Have

Experience in financial services

What You'll Do.

Coordinate logistics for seminars

Schedule training sessions

Communicate with trainers

Review travel bookings

Communicate with clients

Execute tasks for client accounts

Integrate users into LMS

Coordinate planning calls

Coordinate debrief calls

Assist with quarterly business reviews

Assist with periodic check-ins

Provide service to client accounts

Oversee logistics for events

Coordinate calendar invites

Create logistics documents

Set up online accounts

Fulfill client requests

Assist with ad hoc projects

Document internal processes

Create marketing materials

Upload website content

Manage website content

Coordinate staffing assignments

Process invoicing information

How You'll Work.

Team & Collaboration

Cross-functional teams; Work with senior leaders; Work with decision-makers; Work with business development; Work with account management; Work with operations; Work with Finance department

Communication Scope

Client communications; Internal communications; Verbal communication; Written communication; Presentation skills; Listening skills; Negotiation skills

Full Job Description

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 logist

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