Client Program Coordinator

Wall Street Prep, Inc.

Key Responsibilities

• 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
• 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
• Support ad hoc requests from corporate clients as needed

Regional Program Support

• Support programs primarily across the Middle East and broader EMEA region
• Respond to client and instructor inquiries during Middle East business hours before UK team members come online
• 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

• Demonstrated customer service or client-facing experience
• Strong organizational skills and exceptional attention to detail
• Ability to anticipate needs and plan ahead without prompting
• Excellent written and verbal communication skills
• Ability to build trust and credibility with clients through reliable service delivery
• Strong listening, negotiation, and presentation abilities
• Proficiency with Microsoft Excel and PowerPoint
• Ability to prioritize tasks in a fast-paced and evolving environment
• Strong collaboration skills and ability to work cross-functionally with operations, sales, and account management teams
• Ability to take initiative while appropriately escalating critical issues
• Passion for delivering best-in-class training experiences to financial services clients