What are the responsibilities and job description for the Client Relationship Coordinator position at PYA P C?
The Client Relationship Coordinator serves as a primary point of contact for clients along with PYA’s management team, ensuring an exceptional client experience through proactive communication, attentive service, and seamless project delivery. This role blends high-touch client relationship management with administrative and paralegal support, contributing to both client satisfaction and operational excellence.
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
QUALIFICATIONS
- 3 years of administrative, paralegal, paraprofessional, or client support experience with a firm or corporation preferred
- Demonstrated ability to lead cross-functional processes and drive results independently
- Proficiency in Microsoft Office Suite required, with emphasis in Word and Excel; Salesforce experience preferred
- 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
ABOUT PYA
PYA, a leading independent professional services firm, serves clients across the United States with expertise in consulting, accounting, audit, tax, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. PYA is also a member of HLB, the global accounting and advisory network, with affiliate firms in over 150 countries. Learn more about The PYA Way.
Why Join PYA?
- Be part of a dynamic and collaborative team that values innovation and excellence
- Work with industry leaders who are committed to professional growth and client success
- Competitive compensation, comprehensive benefits, and opportunities for career advancement