Client Services Coordinator
Job Description
Chief of Staff KC is working with a reputable client in the Liberty, Missouri area looking to hire a reliable Client Relations Coordinator. Base Pay Range $40,000.00/yr – $55,000.00/yr Direct message the job poster from Chief of Staff KC Role Summary The ideal candidate will be a professional, detail oriented individual looking for a full-time, in-person position providing administrative and operational support to a team of financial professionals. The ideal candidate is organized, dependable, and proactive, with the ability to manage multiple priorities while maintaining a high level of accuracy and confidentiality. This role plays a key part in ensuring the smooth and efficient operation of a dynamic, client focused office. Key Responsibilities Perform general administrative duties, including copying, scanning, filing, faxing, and processing and distributing mail. Maintain consistent communication with prospective and existing clients to ensure clarity on needs, progress, and next steps. Assist in the design, creation, and printing of client planning materials, ensuring all content complies with insurance and securities regulations. Conduct follow up on generated leads to support business development efforts. Accurately document all activities, maintaining both physical and digital records within the database. Perform other duties and special projects as assigned. Qualifications Minimum of one year of experience in an administrative or client service capacity, ideally within financial services or a professional office setting. Proficient in Microsoft Office Suite and CRM platforms; familiarity with document management and workflow tools is advantageous. Excellent written and verbal communication skills. Strong attention to detail, with exceptional organizational and time management abilities. Demonstrates professionalism, accuracy, discretion, and a commitment to delivering outstanding client service. Able to collaborate effectively within a small, dynamic, and fast paced team environment. Seniority level Entry level Employment type Full-time Job function Administrative Industries Staffing and Recruiting, Financial Services Inferred Benefits Medical insurance Vision insurance 401(k) Referrals increase your chances of interviewing at Chief of Staff KC by 2x #J-18808-Ljbffr