Client Program Coordinator at Wall Street Prep Newton, Massachusetts

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 and/or Public Seminar verticals. 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.

• 1-2 years of experience in account management, client services, operations, media relations or public affairs. (Internship experience is acceptable).

• 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)

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 delivering excellent work and results.

TRANSPARENCY – At WSP, we pride ourselves on being transparent about our work and methods. Every team member should embody honest and open communication.

WHAT WE OFFER

A fun, lively, startup culture Unlimited PTO Full benefits package including medical, dental, and vision 401(k) Parental leave Stipend to setup home office Core values-based leadership Ample opportunities to learn and take on new responsibilities in a fast-paced, growth-mode company

ABOUT WALL STREET PREP

Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world's preeminent investment banks and private equity firms. Founded in 2004, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge needed to succeed in the finance sector. We provide clients with this hands-on, competitive edge through classroom training led by experienced industry practitioners as well as through online self-study programs designed by subject matter experts. WSP's clients include global investment banks, private equity and investment management firms, Fortune 500 companies, and top undergraduate business and MBA programs. Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves.