Client Relationship Coordinator

Posted Yesterday
Be an Early Applicant
6 Locations
In-Office
Mid level
Real Estate
The Role
Coordinates client relationships, serves as a liaison between clients and internal teams, prepares client-facing and legal-related documents, maintains accurate records, supports compliance, leads Salesforce initiatives, and drives special projects and operational improvements.
Summary Generated by Built In
 

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

Skills Required

  • 3+ years of administrative, paralegal, paraprofessional, or client support experience with a firm or corporation
  • Ability to lead cross-functional processes and drive results independently
  • Proficiency in Microsoft Office Suite, especially Word and Excel
  • Salesforce experience
  • Strong prioritization and deadline-management skills in a multitasking environment
  • Polished professionalism
  • Client and relationship management focus
  • Exceptional communication and stakeholder-influencing skills
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The Company
HQ: Knoxville, TN
108 Employees
Year Founded: 1998

What We Do

Real estate is typically one of the top expenses for any healthcare provider. When viewed as a cost, real estate can be a barrier to strategic initiatives. But when viewed as a strategic asset, real estate can be a catalyst for growth. At RTG, we believe “Real estate follows strategy.” Following this motto, RTG is committed to providing innovative real estate solutions so that healthcare leaders save money, manage risks, and enhance delivery of care. RTG acts as an extension of the healthcare leadership team to bring a comprehensive view of their real estate and empower the organization to position real estate as a strategic asset, not just a cost of doing business. RTG brings an “advisory-first” approach to everything we do, it’s fundamental to who we are and how we work with our clients. Since 1998, RTG has served many of the nation’s premier health systems, physician practices and property owners, helping providers navigate the multi-faceted aspects of their real estate portfolios. We have a proven track record of delivering results for our clients. RTG is known for our people—our depth of knowledge, broad experience, and unwavering integrity. Our team of dedicated healthcare real estate professionals bring an unparalleled commitment to providing independent and objective advise, no matter what the issue or question at hand. Healthcare real estate is a complicated and constantly changing industry. So whether you are considering market expansion, facility development, cost reduction, regulatory compliance evaluation, or just need some sound advice….RTG can help! For more information, please visit www.realtytrustgroup.com.

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