Wall Street Prep is the leading provider of financial services training solutions to the world's preeminent investment banks and private equity firms. The Client Program Coordinator (CPC) serves as a key member of the operations team, guiding clients through onboarding, product delivery, and renewal processes to drive revenue growth.
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
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
- 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
- Experience in financial services (investment banking, asset management or private wealth management) is a plus
Benefits
- Unlimited PTO
- Full benefits package including medical, dental, and vision
- 401(k)
- Parental leave
- Stipend to setup home office
Company Overview
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