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Client Services Specialist

2 months ago

Knoxville, Tennessee, United States PYA Full time
PYA Waltman Capital, LLC is in search of a skilled Client Services Specialist to enhance our dynamic team. The Client Services Specialist plays a crucial role in refining the firm's established processes, working collaboratively across departments, and ensuring the precise and timely fulfillment of client requests. The ideal candidate thrives on problem-solving and is dedicated to delivering exceptional service to both internal and external stakeholders.

KEY RESPONSIBILITIES
  • Oversee the administrative coordination for the establishment of new accounts, manage client and custodian documentation, and produce client portfolio summaries.
  • Support clients and the planning team by collecting and organizing data, aiding in the preparation for client consultations, and tracking action items.
  • Maintain the firm's document management systems along with other essential technological tools.
  • Work collaboratively on assignments with a focus on solutions and meticulous attention to detail.
  • Assist with general office administrative functions such as scanning, documentation, answering calls, and various projects as required.
QUALIFICATIONS
  • A minimum of 2 years of administrative experience, ideally within a professional services firm or the financial services 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.
  • Exceptional verbal and written communication abilities.
  • Dedicated to providing outstanding client service; possesses a genuine passion for assisting both new and existing clients.
  • Embodies the core values of PYA: excellence, trust, gratitude, and growth.
POSITION TYPE

Full-time: standard office hours are Monday to Friday from 8:00 a.m. to 5:00 p.m.; overtime may be necessary depending on workload and projects.

FIRM OVERVIEW

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