Client Relationship Manager
Job in
Knoxville, Knox County, Tennessee, 37955, USA
Listed on 2026-02-03
Listing for:
Smokymountains
Full Time
position Listed on 2026-02-03
Job specializations:
-
Business
Client Relationship Manager, Business Development, Business Analyst, Business Management
Job Description & How to Apply Below
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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