What are the responsibilities and job description for the PYA Waltman Client Relationship Manager position at PYA P C?
PYA Waltman Capital, LLC is seeking a proactive and detail-oriented Client Relationship Manager to help drive our growth and client success. In this role, you’ll support our team and our clients with top-notch service and organizational skills, all while making a real impact.
RESPONSIBILITIES:
- Manage client accounts by setting up new accounts, handling paperwork, and generating reports
- Organize and maintain documents in our system and support office operations
- Gather financial planning data and assist in developing analysis and scenarios
- Prepare for client meetings, managing notes, action items, and follow-ups
- Support project management by keeping client engagements on track and assisting with research
- Communicate directly with clients and our internal team to ensure smooth, clear, and timely information exchange
REQUIREMENTS:
- 1 year of financial services experience, including internship experience (preferred but not required)
- Strong Microsoft Office skills (Excel and Word)
- A team player who takes initiative and communicates well
- Detail-oriented with the ability to multitask and stay organized
- A passion for excellent client service and a commitment to our core values: Excellence, Trust, Gratitude, and Growth
POSITION TYPE:
Full-time: office hours are Monday - Friday from 8:00 a.m. to 5:00 p.m.; Overtime may be required periodically depending upon workload and projects.
FIRM OVERVIEW:
PYA Waltman Capital, LLC is a financial planning firm based in Knoxville, Tennessee and an affiliate of PYA. PYA Waltman’s team of professionals is focused on building meaningful relationships with its clients which furthers the firm’s mission of helping its clients live their best lives. The team combines technical expertise with effective communication, integrity and empathy.