Smokymountains
Job Summary:
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
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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
#J-18808-Ljbffr