Client Success Admin & Operations Coordinator

Chief of Staff KC; Kansas City (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

Chief of Staff KC is seeking an Administrative & Operations Coordinator for a client in Kansas City. This role requires balancing client support, administrative tasks, and operational projects in a fast-paced environment.

The ideal candidate has a Bachelor's degree, 2+ years of experience in client service and administration, and strong organizational skills. Proficiency with Microsoft Office and CRM platforms is essential. Join a dynamic team that promotes continuous improvement and operational excellence.

Qualifications

• Two or more years of client service, administrative, or operations experience; financial services experience is preferred.
• Strong attention to detail and accuracy.
• Ability to learn new technologies and systems quickly.

Responsibilities

• Assist with new client onboarding and provide ongoing support.
• Maintain up-to-date client information within the CRM.
• Oversee day-to-day office functions including supply ordering.

Skills

Client service

Organizational skills

Communication skills

Problem-solving

Critical thinking

Education

Bachelor's degree

Tools

Microsoft Office Suite

CRM platforms

Financial planning software

Job description

Chief of Staff KC is seeking an Administrative & Operations Coordinator for a client in Kansas City. This role requires balancing client support, administrative tasks, and operational projects in a fast-paced environment.

The ideal candidate has a Bachelor's degree, 2+ years of experience in client service and administration, and strong organizational skills. Proficiency with Microsoft Office and CRM platforms is essential. Join a dynamic team that promotes continuous improvement and operational excellence.