Digital and Client Programme Coordinator

Financial Edge Training
£30000 - £35000

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Job Description

Digital and Client Programme Coordinator

About Us

Wall Street’s #1 training provider, Financial Edge, specializes in advancing the technical skills of finance professionals. Each year, the world’s top 4 investment banks choose our training, and last summer alone we taught over 12,722 participants across 2,169 virtual classrooms. Anyone can experience the same world-class training online through our range of instant enrolment courses and new subscription product, Felix. This is a fantastic opportunity to join a fast-growing, friendly and ambitious team with big plans for finance EdTech.

Role Summary

This is an exciting opportunity to support our Client Management Team in the UK. You will be a key member of the team ensuring our client programmes perform to the highest standard; from both a client and learner perspective. Recent digital developments mean that this role will also have responsibility for our revolutionary online Learning & Data service, Felix.

To succeed in this role, you should be highly organized and able to perform multiple tasks for different teams/clients at the same time. If you have experience in supporting project managers and understand what excellent customer service is, we would like to meet you.

Our ideal candidate is able to both administer daily client activities and proactively look ahead to ensure we meet our deadlines.

This is a full time position, working remotely or within commuting distance of our offices in London or Banbury.

Detailed Responsibilities

Felix Coordination & Management (Felix is our new Learning & Data platform)

Responsibilities include, but are not limited to:

  • Felix Subscriber Management
  • Tracking account activation, renewal and cut-offs
  • Granting ad-hoc demo access
  • Managing access cut-offs and communication with the client/individuals
  • Felix Retail Management
  • Onboard and welcome retail customers (email)
  • Conduct demonstrations if requested
  • Usage reporting to key stakeholders
  • Felix Client Management & Training
  • Creation and circulation of monthly Client usage reports (formatted, reviewed and timely)
  • Coordination and deployment of client specific communications
  • Supporting client queries, received directly or via the Account Management team
  • Usage reporting to key stakeholders
  • Ownership of the client renewal process. Contact, confirmation and deployment.
  • Provide ad hoc demos with new features when required
  • Usage Internal Felix Report
  • Renewing Felix subscriptions

Programme Coordination & Support

Responsibilities include, but are not limited to:

  • Progress and performance reporting (timely, accurate and easy to read)
  • Assisting account manager in the support and management of accounts
  • Learn and understand the product offering available
  • Oversee milestone deliverables for tailored content development
  • Analyse program schedules and be able to highlight differences required for updating
  • Finalize program logistics with clients
  • Manage daily outbound report distribution to clients
  • Keep accurate records of all contact and information sent
  • Maintain CRM data including account, contact and opportunity updates

What you will bring


  • Excellent communication skills with a positive can-do attitude
  • Computer literate with in-depth knowledge of MS Office, Excel and Powerpoint
  • Strong organisational skills
  • Strong attention to detail
  • Good level of initiative and problem-solving ability (creative thinker)


  • 2 years of client facing administration experience
  • Knowledge of the financial services industry
  • Understanding of project management

Our Offer

  • Training
  • Hands on experience of learners and clients
  • Flexible working
  • Private healthcare and life insurance after probation period
  • Company pension
  • 23 days holiday

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