Relationship Services Coordinator

LocationKansas City, MO

SetupHybrid

LevelEntry

Posted3w ago

Apply by2026-12-31

Programs & Operations

Quick answer

The Relationship Services Coordinator at an unspecified organization in Kansas City, MO, supports relationship managers and client experience staff, coordinating activities and managing multiple priorities with accuracy and attention to detail. The position is hourly, nonexempt, and requires an associate's degree or equivalent and at least three years of related experience.

Role: Relationship Services Coordinator
Organization: Organization
Location: Kansas City, MO
Work setup: Hybrid
Level: Entry
Category: Programs & Operations
Apply by: 2026-12-31

The role

The Relationship Services Coordinator ensures an exceptional experience by coordinating activities behind the scenes, supporting relationship managers and client experience staff, and managing multiple priorities with accuracy and attention to detail.

What you'll do

Support relationship managers and client experience staff by coordinating activities for high-value donor, family office, fund member, and advisor relationships.
Assist with preparing correspondence, reports, and presentation materials while managing follow-up activities and maintaining accurate records.
Coordinate meetings, materials, and follow-up activities for fund members, advisors, and prospect interactions.
Support the setup of new high-asset, high-value charitable funds by coordinating documentation, routing approvals, and maintaining progress through established workflows.
Review documents and supporting materials for accuracy, completeness, and compliance prior to processing.
Track fund setup activities and communicate status updates to stakeholders.

What it takes

Associate's degree or equivalent and at least three years of related experience; an equivalent combination of education and experience will be considered.
Excellent written and verbal communication skills, including the ability to build professional relationships and communicate effectively with a variety of internal and external stakeholders.
Exceptional organizational skills, strong attention to detail, analytical thinking, and the ability to manage multiple priorities while maintaining a high level of accuracy.
Demonstrated experience managing and maintaining data within database systems, with a strong commitment to accuracy and data integrity.
Ability to work with financial information, transactions, and operational workflows while coordinating activities across multiple stakeholders, monitoring progress, resolving issues, and ensuring work is completed accurately and on time.

What you'll bring

Administrative supportClient serviceRelationship managementFinancial servicesPhilanthropyOperational support

Frequently asked questions

Where is the job located?

The job is located in Kansas City, MO.

What is the compensation range?

The compensation range is not specified.

What are the key qualifications required?

Key qualifications include an associate's degree or equivalent and at least three years of related experience, excellent communication skills, organizational skills, and experience managing data and financial information.

How do I apply?

Please submit a cover letter with your resume.

Is the position remote?

The position primarily works out of the Kansas City, MO, office but allows for a hybrid schedule after a successful training period.

How to apply

Apply directly on Organization's site. We link straight through — no resume parsing, no profile to fill out.

Apply now →

This listing is aggregated from a third-party source and its summary may be auto-generated, so details can be inaccurate or out of date. ForGood is not the employer and is not liable for the content — please verify everything on Organization's official posting before applying.