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Client Support Specialist

2 months ago

Knoxville, Tennessee, United States PYA P C Full time
Job Description

**About PYA Waltman Capital, LLC**

PYA Waltman Capital, LLC is a financial planning firm dedicated to helping clients achieve their financial goals. We are seeking a highly skilled and detail-oriented Client Support Specialist to join our team.

Key Responsibilities

  • Account Management: Establish and implement new accounts, manage client and custodian paperwork, and generate client portfolio reports.
  • Transaction Processing: Process wire transfers, account deposits and withdrawals, and monitor the transfers of assets.
  • System Maintenance: Maintain systems such as the firm's CRM, custodian websites, portfolio management program, document management systems, and other relevant technological resources.
  • Client Support: Provide support to clients and planning team, including gathering and organizing data, assisting with preparation for client meetings, and managing action items.

Requirements

  • 2+ years of administrative experience, preferably in the financial services industry.
  • Proficiency in Microsoft Office, especially in Excel and Word.
  • Detail-oriented individual with the ability to exercise initiative, judgment, and take ownership when dealing with support tasks.
  • Team player, collaborative, takes initiative.
  • Excellent verbal and written communication skills.
  • Committed to providing excellent client service; possesses a passion to help new and existing clients.
  • Exhibits PYA Waltman values daily: excellence, trust, gratitude, and growth.

Work Environment

  • Full-time position with office hours from Monday to Friday, 8:00 a.m. to 5:00 p.m.
  • Overtime may be required periodically depending on workload and projects.