About this opportunity
PYA P C lists this Client Relationship Coordinator opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description Job Description 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
Worksite address
charlotte, NC, 28277, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.