PYA Waltman Client Support Specialist
5 days ago
PYA Waltman Capital, LLC is seeking a skilled Client Support Specialist to enhance our team's capabilities. The ideal candidate will contribute to the continuous improvement of our standardized processes, collaborate with various teams, and ensure timely and accurate execution of requests.
Key Responsibilities:
- Establish and implement new accounts, manage client and custodian paperwork, and generate client portfolio reports
- Process wire transfers, account deposits and withdrawals, and monitor asset transfers
- Maintain systems such as the firm's CRM, custodian websites, portfolio management program, document management systems, and other relevant technological resources
- Provide support to clients and planning teams, including data gathering and organization, assistance with client meetings, and action item management
Requirements:
- 2+ years of administrative experience, preferably in a professional services firm or financial services industry
- Proficiency in Microsoft Office, especially Excel and Word
- Detail-oriented individual with initiative, judgment, and ownership when dealing with support tasks
- Team player, collaborative, and takes initiative
- Excellent verbal and written communication skills
- Committed to providing excellent client service and possessing a passion to help new and existing clients
- Exhibits PYAWs values daily: excellence, trust, gratitude, and growth
Work Environment:
- Full-time position with office hours from 8:00 a.m. to 5:00 p.m., Monday to Friday
- Overtime may be required periodically depending on workload and projects
About PYA Waltman
PYA Waltman Capital, LLC is a financial planning firm based in Knoxville, Tennessee, and an affiliate of PYA. Our team of professionals focuses on building meaningful relationships with clients, furthering our mission of helping clients live their best lives. We combine technical expertise with effective communication, integrity, and empathy.
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