Current jobs related to Client Services Associate - Knoxville, Tennessee - PYA

  • Client Service Associate

    1 month ago

    Knoxville, Tennessee, United States The Trust Company of Tennessee Full time

    Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at The Trust Company of Tennessee. As a key member of our Client Service Team, you will provide exceptional support to our Relationship Managers and Client Specialists, ensuring seamless client experiences and efficient...

  • Senior Client Services Associate

    2 weeks ago

    Knoxville, Tennessee, United States FIG Talent Solutions Full time

    Job Title: Senior Client Services AssociateThe Senior Client Services Associate is a key member of our Operations Team, responsible for providing exceptional client care and support to our clients. This role requires a high level of organization, attention to detail, and excellent communication skills.Key Responsibilities:Support the Advisor in serving...

  • Client Service Representative

    2 weeks ago

    Knoxville, Tennessee, United States PrideStaff Full time

    Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at PrideStaff. As a Client Service Associate, you will be responsible for providing exceptional customer service and support to our clients, establishing a professional working relationship to learn their specific needs and...

  • Brokerage Client Service Associate

    4 weeks ago

    Knoxville, Tennessee, United States Truist Financial Corporation Full time

    Job SummaryThis is an in-office position located in Knoxville, TN. As a key member of our team, you will provide administrative and operational support to our Financial Advisors. Your responsibilities will include business development assistance and delivering exceptional Client Service.Key ResponsibilitiesProvide administrative support to Financial...

  • Tax Director

    3 weeks ago

    Knoxville, Tennessee, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Tax Director to join our Private Client Services team at Forvis Mazars. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other high net worth clients.Key ResponsibilitiesProvide tax compliance and...

  • Tax Director

    2 months ago

    Knoxville, Tennessee, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Tax Director to join our Private Client Services team at Forvis Mazars. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other high net worth clients.Key ResponsibilitiesProvide tax compliance and...

  • Client Service Liaison

    1 month ago

    Knoxville, Tennessee, United States Solinity, LLC Full time

    Job DescriptionOverviewSolinity, LLC is seeking a highly skilled Client Service Specialist to serve as the primary point of contact between our marketing team and clients. This role requires strong communication skills, project management expertise, and a deep understanding of marketing principles.Key Responsibilities:Communicate effectively with clients and...

  • Client Service Manager

    2 weeks ago

    Knoxville, Tennessee, United States AccentCare Full time

    Client Service Manager Overview Are you passionate about delivering exceptional patient care? Do you have a knack for leading high-performing teams and driving business growth? AccentCare is seeking a talented Client Service Manager to join our team. As a Client Service Manager at AccentCare, you will be responsible for providing strategic and operational...

  • Client Service Manager

    1 month ago

    Knoxville, Tennessee, United States GRW Engineers, Inc. Full time

    Job OpportunityGRW Engineers, Inc. is seeking a highly motivated and experienced Client Service Manager to lead our Knoxville, TN office and grow our Water practice in Tennessee.About the RoleWe are looking for a talented professional with a passion for innovation, sustainable design, and environmental responsibility to join our team. As a Client Service...

  • Client Service Liaison

    3 weeks ago

    Knoxville, Tennessee, United States Solinity, LLC Full time

    Job OverviewSolinity, LLC is seeking a highly skilled Client Service Specialist to serve as the primary point of contact between our marketing team and clients. This role requires exceptional communication skills, a strong understanding of marketing principles, and the ability to manage multiple projects simultaneously.Key ResponsibilitiesClient...

  • Wealth Services Associate

    3 weeks ago

    Knoxville, Tennessee, United States Blue Ridge Wealth Full time

    Job OverviewBlue Ridge Wealth Planners is seeking a highly skilled and detail-oriented individual to join our Service Team as a Wealth Services Associate. This role is responsible for providing exceptional client service, ensuring timely and accurate implementation of investment plans, and building strong relationships with clients and advisors.Key...

  • Veterinary Client Service Representative

    2 weeks ago

    Knoxville, Tennessee, United States Animal Emergency & Specialty Center - Knoxville Full time

    Job Title: Client Service RepresentativeAnimal Emergency & Specialty Center - Knoxville is seeking a skilled Client Service Representative to provide exceptional client support and ensure smooth operations during evening hours and rotating weekends.Key Responsibilities:Manage client interactions, handle point-of-sale transactions, and support client...

  • Customer Service Representative

    3 weeks ago

    Knoxville, Tennessee, United States Edfinancial Services Full time

    {"title": "Customer Service Representative", "description": "About Edfinancial ServicesEdfinancial Services is a leading provider of extended business office services for colleges and universities across the country. We are committed to delivering exceptional customer service and support to our clients and their students.Job SummaryWe are seeking a highly...

  • Veterinary Client Service Representative

    2 weeks ago

    Knoxville, Tennessee, United States Innovetive Petcare Full time

    Job Title: Client Service RepresentativeWe are seeking a highly skilled and compassionate Client Service Representative to join our team at Animal Emergency and Specialty Center of Knoxville. As a key point of contact for clients during evening shifts and rotating weekends, you will provide exceptional client support and ensure smooth operations in a...

  • Veterinary Client Service Representative

    1 week ago

    Knoxville, Tennessee, United States Heartland Veterinary Partners LLC Full time

    Job Title: Client Service RepresentativeAt Heartland Veterinary Partners LLC, we are seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients and their pets.Key Responsibilities:Provide exceptional customer service to clients...

  • Veterinary Client Service Representative

    1 month ago

    Knoxville, Tennessee, United States Animal Emergency & Specialty Center - Knoxville Full time

    Job Title: Veterinary Client Service RepresentativeAnimal Emergency and Specialty Center of Knoxville is a premier facility providing high-quality emergency and specialty veterinary care. Our dedicated team is committed to ensuring the best possible outcomes for every patient.Job Summary:We are seeking an experienced Second Shift/Evening Client Service...

  • Customer Service Associate

    2 weeks ago

    Knoxville, Tennessee, United States ADT Full time

    Job SummaryThis role is an entry-level position in our Retention organization for the Advanced Care Team (ACT), with planned progression into an Associate III within 4-6 months. Additional career progression opportunities are available into other Retention Team Customer Service, Customer Service Representative, Customer Experience, Representative, Training,...

  • Client Service Manager

    5 days ago

    Knoxville, Tennessee, United States Oakbridge Insurance Agency LLC Full time

    Client Executive Job DescriptionWe are seeking a highly skilled Client Executive to join our team at Oakbridge Insurance Agency LLC. As a Client Executive, you will be responsible for managing and growing a portfolio of clients, ensuring their insurance needs are effectively met.Key Responsibilities:Client Management: Build and nurture strong, long-term...

  • Veterinary Client Services Representative

    1 month ago

    Knoxville, Tennessee, United States Innovetive Petcare Full time

    About the RoleWe are seeking a highly skilled and compassionate Client Services Representative to join our team at Animal Emergency & Specialty Center - Knoxville. As a key member of our front desk team, you will be the first point of contact for clients and patients, providing exceptional customer service and support.ResponsibilitiesProvide friendly and...

  • Veterinary Client Services Representative

    4 weeks ago

    Knoxville, Tennessee, United States Innovetive Petcare Full time

    About the RoleWe are seeking a highly skilled and compassionate Client Services Representative to join our team at Animal Emergency & Specialty Center of Knoxville. As a key member of our front desk team, you will be the first point of contact for our clients and will play a critical role in providing exceptional customer service and...

Client Services Associate

2 months ago

Knoxville, Tennessee, United States PYA Full time

PYA Waltman Capital, LLC is in search of a skilled Client Services Associate to enhance our dedicated team.

The Client Services Associate plays a crucial role in refining the firm's established procedures, working collaboratively across various departments, and ensuring the prompt and precise handling of client requests.

The ideal candidate thrives on problem-solving, delivering exceptional service to both internal and external clients.

Key Responsibilities:
  • Oversee the administrative setup of new accounts, manage client and custodian documentation, and produce client portfolio summaries.
  • Assist clients and the planning team by collecting and organizing necessary information, preparing for client meetings, and tracking action items.
  • Maintain the firm's document management systems and other essential technological tools.
  • Work collaboratively on assignments with a focus on solutions and meticulous attention to detail.
  • Support general office administrative functions, including scanning, account documentation, answering calls, and other related tasks as required.
Qualifications:
  • A minimum of 2 years of administrative experience, ideally within a professional services environment or the financial sector.
  • Proficient in Microsoft Office, particularly Excel and Word.
  • A detail-oriented individual capable of exercising initiative, sound judgment, and ownership in support tasks.
  • A collaborative team player who takes initiative.
  • Excellent verbal and written communication abilities.
  • Dedicated to providing outstanding client service with a genuine desire to assist both new and existing clients.
  • Consistently embodies the values of excellence, trust, gratitude, and growth.
Position Type:

Full-time, with standard office hours from Monday to Friday.

Company Overview:

PYA Waltman Capital, LLC is a financial planning firm dedicated to fostering meaningful relationships with clients, furthering our mission to help them achieve their best lives. Our team combines technical proficiency with effective communication, integrity, and empathy.