Client Experience & Operations Coordinator (Part-Time)

NEJC Chamber; Prairie Village (KS); Hybrid; USD 25,000 - 41,000; Part time

Job summary

Focal Point Financial Group, LLC in Prairie Village, KS is seeking a Part-Time Client Experience & Operations Coordinator to keep our operations running smoothly, manage onboarding, CRM, and data workflows.

You will split time between a Prairie Village office once a week and remote work, handling invoicing, forms, data extraction, and coordination with advisors.

Qualifications

• Tech-savvy with comfort using CRM databases, cloud storage, and forms builders.
• Excellent written and verbal communication for client interactions.
• Ability to work on-site in Prairie Village, KS once a week and remotely otherwise.
• Experience in financial services or professional environments is a plus.

Responsibilities

• Own onboarding checklist, invoicing, file creation, and software setup.
• Manage CRM data, forms, and data extraction into cloud storage.
• Maintain and optimize workflows and automate reminders and tasks.

Skills

CRM proficiency

Data management

Office productivity

Communication

Tech-savvy

Tools

Slant CRM

RightCapital

Income Lab

Google Workspace

MS Office

Cloud storage

Job description

We're Hiring! Client Experience & Operations Coordinator (Part-Time)

Focal Point Financial Group, LLC | Prairie Village, KS (Hybrid)

Hours: 10–20 hours/week (Flexible remote schedule + 1 day/week in-office)

About Focal Point Financial Group

Focal Point Financial Group is a fee-only, subscription-based financial planning firm dedicated to helping clients bring clarity and confidence to their money decisions. Built on a foundation of faith-based values, we believe stewardship, transparency, and integrity are at the heart of sound financial counsel.

As a solo advisor, I’ve built a modern, tech-forward practice. I am now looking for my very first hire: a highly organized, values-aligned "right-hand" coordinator to manage day-to-day operations and technology workflows.

Role Overview & Structure

Your primary mission is to keep the operational gears turning smoothly behind the scenes—owning the client onboarding pipeline, managing organizational data, maintaining our CRM, and ensuring no detail falls through the cracks.

• Work Setup: Hybrid (1 dedicated day/week in our Prairie Village, KS office for alignment and physical administrative tasks; remaining hours flexible from home).
• Schedule: 10–20 hours/week with potential for expansion as the firm grows.

Key Responsibilities

1. Onboarding & Client Data Management

• Own the client onboarding checklist (invoicing, file creation, planning software setup, agreements).
• Deploy onboarding forms and risk quizzes; accurately extract data into CRM and cloud storage.
• Organize and scan client financial documents (tax returns, pay stubs, statements).
• Perform compliance checks and ensure client records are securely backed up.

2. CRM Customization & Tech Operations

• Maintain and optimize workflows, projects, custom fields, and automations in Slant CRM.
• Keep software data current across financial planning tools (RightCapital, Income Lab).
• Edit web forms, monitor task deadlines, and perform basic website updates.

3. Scheduling, Communication & Support

• Manage meeting calendars and send automated reminders.
• Track custodian workflows (Charles Schwab) for account setup and money movements.
• Assist with client appreciation event logistics and ad-hoc research.

Qualifications & Skills

Must-Haves

• Tech Savvy: Comfortable with CRM databases, cloud storage, and digital form builders. Quick learner with new tech!
• Core Tools: High proficiency with office productivity suites (Google Workspace/MS Office).
• Process-Obsessed: You genuinely love checklists, templates, and building clean workflows.
• Communication: Excellent written and verbal skills for professional client communication.
• Location: Ability to work on-site in Prairie Village, KS 1 day/week.

Nice-to-Haves

• Prior experience in financial planning, investment advisory, or professional services (legal, accounting, real estate).

What We Offer

• Competitive hourly wage based on experience.
• High schedule flexibility for your remote hours.
• Ground-floor opportunity to learn the inner workings of an independent financial planning firm.
• Strong potential for growth in hours and responsibilities as we scale.