- Administratively coordinate the setup up of new accounts, managed client and custodian paperwork, and generate client portfolio reports
- Provide support to clients and the client planning team, including gathering and organizing data, assisting with preparation for client meetings, and managing action items
- Maintain the firm's document management systems and other relevant technological resources
- Collaborate on assignment completion in a solution-oriented manner with high attention to detail
- Assist with general office administrative tasks including scanning, account documentation, answering phones, and other projects and duties as needed
- 2+ years of administrative experience, preferably with a professional services firm or in the financial services industry
- Proficiency in Microsoft Office required, 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 PYAWs values daily: excellence, trust, gratitude and growth
-
Service Coordinator
2 weeks ago
Cross Technologies Inc. Knoxville, United StatesJob Description · Job DescriptionJob Description: Service Coordinator - Process Solutions Group · Title: Service Coordinator · Reports to: Customer Service Manager · Location: Knoxville, TN · Job Summary: · Works closely with the service managers, technicians, suppliers, and cu ...
-
Service Coordinator
3 weeks ago
Cross USA Knoxville, United StatesJob Description: Service Coordinator - Process Solutions Group · Title: Service Coordinator · Reports to: Customer Service Manager · Location: Knoxville, TN · Job Summary: · Works closely with the service managers, technicians, suppliers, and customers to schedule service wo ...
-
Technical Services Coordinator
4 weeks ago
CBIZ Knoxville, United StatesWith over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-c ...
-
Crisis Services Coordinator
6 days ago
Helen Ross McNabb Center Knoxville, United StatesJob Description · Crisis Services Coordinator · Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? ...
-
Client Service Coordinator
4 weeks ago
Banfield Knoxville, United StatesPassionate Customer Service Professional Needed. Must Love Pets. · Banfield Pet Hospital West Town Knoxville · Job Description · Client Service Coordinator needed for Banfield Pet Hospital in Knoxville · SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ...
-
Crisis Services Coordinator
6 days ago
Helen Ross McNabb Center Knoxville, TN, United StatesCrisis Services Coordinator · Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · You have a lot ...
-
Facilities Services Coordinator
3 weeks ago
Helen Ross McNabb Center Knoxville, United StatesJob Description · Facilities Services Coordinator · HelpOthers, Make a Difference, Save a Life. · Doyou want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciate ...
-
Crisis Services Coordinator
3 weeks ago
Helen Ross McNabb Center Knoxville, TN, United StatesCrisis Services Coordinator Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · You have a lot ...
-
Student Services Coordinator
4 weeks ago
Douglas J Companies Knoxville, United StatesCompany Description · Douglas J is a pioneer in the beauty industry, with high-end Salon/Spas and Cosmetology Institutes across Michigan, Illinois, and Tennessee. We're more than a salon - we're a community that nurtures talent, provides exceptional service, and gives back to ou ...
-
Facilities Services Coordinator
3 weeks ago
Helen Ross McNabb Center Knoxville, TN, United StatesFacilities Services Coordinator HelpOthers, Make a Difference, Save a Life. · Doyou want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · You have a lo ...
-
Crisis Services Coordinator
1 day ago
Helen Ross McNabb Center San Francisco, United States PermanentCrisis Services Coordinator · Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · You have a lot ...
-
Service & Logistics Coordinator
3 weeks ago
SNA Displays Knoxville, United StatesJob Description · Job DescriptionSalary: $25/hour - $30/hour · About SNA Displays · We bring our clients' creative visions to life. SNA Displays builds high-end digital displays as vivid and dynamic as the imagination. Our work is supported by industry-leading expertise and serv ...
-
Field Service Coordinator
2 days ago
Explore Industries Knoxville, United StatesJob Description · Job DescriptionField Services Coordinator · Welcome to Explore Industries. We deliver happiness and a lifetime of backyard memories for families and friends. · A leading in-ground swimming pool manufacturer, Explore Industries is home to a strong portfolio of b ...
-
Crisis Services Coordinator
3 weeks ago
Helen Ross McNabb Center Lonsdale, United StatesCrisis Services Coordinator · Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · You have a lot ...
-
Service Coordinator, Post Anesthesia Care
2 weeks ago
Covenant Health Knoxville, United States Full timePosition Summary: · Provides leadership and oversight for specialty area. Acts as a resource for the specialty area. Responsibilities Develops service goals. · Responds to specialty/emergency/needs as needed. · Functions as a resource person and team leader. · Demonstrates comp ...
-
Co-occurring Specialty Services Coordinator
4 days ago
Helen Ross McNabb Center Knoxville, United StatesCo-occurring Specialty Services Coordinator · Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · ...
-
Crisis Services Coordinator
6 days ago
Helen Ross McNabb Center Lonsdale, United StatesCrisis Services Coordinator · Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · You have a lot ...
-
Facilities Services Coordinator
3 weeks ago
Helen Ross McNabb Center Lonsdale, United StatesFacilities Services Coordinator · HelpOthers, Make a Difference, Save a Life. · Doyou want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? · You have a lo ...
-
Service Coordinator
4 weeks ago
Poolwerx USA Knoxville, United StatesAt Poolwerx East TN, our clients don't just value clear water, they value clean, healthy water. We pride ourselves on our expertise and always strive to give our clients the best and safest swimming conditions Our, Knoxville Service, location is in need of a Service Coordinator t ...
-
Recruiting and Training Services Coordinator
6 days ago
Helen Ross McNabb Center Knoxville, TN, United StatesRecruiting and Training Services Coordinator · Help Others, Make a Difference, Save a Life. · Do you want to make a difference in people's lives every day? · Or help people navigate the tough spots in their life? · And do it all while working where your hard work is appreciated? ...
PYA Waltman Capital Client Services Coordinator - Knoxville, United States - PYA Waltman Capital LLC
Description
Job Description
Job DescriptionPYA Waltman Capital, LLC is seeking a qualified Client Service Coordinator candidate to join our growing team. The Client Service Coordinator actively participates in the continuous improvement of the firm's standardized processes, collaborates with teams throughout the firm, and ensures timely and accurate execution of requests. The ideal candidate enjoys analyzing problems to find solutions and providing outstanding customer service both internally and externally.
RESPONSIBILITIES
REQUIREMENTS
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.
LOCATION
Knoxville, TN
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.