PYA Waltman Capital LLC · 1 month ago
Client Relationship Coordinator
PYA Atlanta, Atlanta, GA, US
Full-time
Onsite
Mid Level
3+ years expRealty Trust Group is a leading professional services firm serving clients across the United States. The Client Relationship Coordinator will be the primary point of contact for clients, ensuring exceptional client experiences through proactive communication and attentive service while managing administrative and paralegal support duties.
ConsultingFinancial ServicesRetirement
Responsibilities
Serve as a client contact, building and maintaining strong client relationships through regular, proactive communication and responsiveness to client needs
Act as a liaison between clients and internal teams, ensuring client needs are understood and met throughout the engagement lifecycle
Conduct research and prepare client-facing documents, correspondence, and reports with a high degree of accuracy and professionalism
Support the preparation and review of contracts, project and client tracking/set-up, engagement letters, and other legal or compliance-related documents as needed
Maintain meticulous records and documentation to ensure compliance and facilitate efficient client service
Champion a client service mindset, consistently seeking opportunities to enhance the client experience
Lead Salesforce initiatives, integrating systems and reporting to enhance consulting and firm-wide operations
Champion compliance in firm policies
Drive special projects and ad hoc initiatives with autonomy and accountability
Qualification
Required
Proficiency in Microsoft Office Suite required, with emphasis in Word and Excel
Demonstrated ability to lead cross-functional processes and drive results independently
Detail-oriented work ethic with a demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks
Polished professionalism
Client and Relationship Management Focus
Exceptional communication skills with the ability to influence stakeholders at all levels – both internally and externally
Preferred
3+ years of administrative, paralegal, paraprofessional, or client support experience with a firm or corporation
Salesforce experience
Benefits
Competitive compensation
Comprehensive benefits
Opportunities for career advancement
Company
PYA Waltman Capital LLC
PYA Waltman Capital provides comprehensive financial planning for busy professionals and families.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jessica Ott
CCO & Director of Client Service
Company data provided by crunchbase