Senior Client Program Coordinator

Posted 2 Days Ago
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London, Greater London, England, GBR
In-Office
35K-40K Annually
Senior level
Financial Services
The Role
Coordinates client training programs across EMEA, managing logistics, instructor travel, budgets, surveys, virtual platforms, client communications, presentations, rosters, and operational workflows. Supports onboarding, delivery, renewals, client retention, and expansion while partnering with account management, business development, finance, and program teams. The role also handles client-site program support, special projects, process documentation, and urgent operational issues.
Summary Generated by Built In
  • Location: London, England 
    • You must be based in London and available for occasional in-person meetings with clients and the team.
    • You can work remotely from London or follow a hybrid schedule using our Farringdon Road office.
  • Reporting to: Program Management Lead - EMEA
  • Employment Type: Full-Time
  • Compensation: £35,000 - £40,000

Position Summary

The Senior Client Program Coordinator (SCPC) serves as a key member of our operations team, which partners with the account management and business development teams. The SCPC 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 SCPC 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
  • Roughly 25-50% of clients the SCPC will manage and work on directly with an Account Manager to oversee all logistics items listed above, without a Program Manager involved
  • Create and maintain program logistics trackers and documentation, ensuring accuracy and completeness throughout program execution
  • Continuously update program logistics based on inputs from Program Managers (PMs) and clients
  • Manage instructor travel logistics end-to-end, including booking, tracking costs, and ensuring completion of required arrangements
  • Monitor travel budgets for clients with cost caps and flag overruns to Finance for review and approval
  • Support additional program initiatives, including B2B certification programs and coaching 
  • Create, update, and manage program surveys and compile final results reports
  • Assign and manage Poll Everywhere and Zoom accounts, ensuring accurate setup for each program
  • Prepare Zoom welcome materials and resources to share with clients
  • Schedule client and internal meetings as requested by Program Managers or Account Managers
  • Develop first drafts of client kickoff presentations and program review decks
  • Respond to operational “fire drills,” implementing solutions related to logistics, travel, or virtual program delivery
  • Maintain client program rosters and user access across systems including Dropbox and other internal tools
  • Oversee online only clients, from setting up their online group to direct client support as needed
  • Support ad hoc requests from corporate clients as needed
Regional Program Support
  • Support programs primarily across the EMEA region
  • Travel to client sites to support the execution of in-person training programs, particularly during the launch of large programs
Operations & Cross-Functional Support
  • Assist the Head of Department and senior leadership with special projects and operational initiatives
  • Help document internal processes and create reporting materials or presentations as needed
  • Support internal workflows such as exam submission and grading processes
  • Contribute to the overall operational health of the business through proactive coordination and problem-solving

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.
  • 2-3 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.

Work Environment

  • Regular travel required across the EMEA to support client programs, mainly during busy summer season
  • Occasional work outside standard hours may be required to support global teams

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.

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.

Skills Required

  • Bachelor's degree from an accredited college or university
  • 2-3 years of experience in account management, client services, operations, media relations, or public affairs
  • Customer service experience
  • Experience working with Excel and PowerPoint
  • Strong organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Listening, negotiation, and presentation skills
  • Ability to prioritize tasks in a dynamic environment
  • Cross-functional experience with operations, business development, and account management teams
  • Financial services experience in investment banking, asset management, or private wealth management
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The Company
HQ: Newton, MA
79 Employees
Year Founded: 2003

What We Do

Wall Street Prep is a global financial training firm. Established in 2004 by investment bankers to train the financial services industry, Wall Street Prep trains over 10,000 professionals and students annually. Our client list includes the world's top investment banks, private equity firms, Fortune 1000 companies and business schools. Our online training and instructor-led boot camps are direct adaptations of our corporate training, making Wall Street Prep the ideal choice for those looking to break into finance.

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