Client Relationship Coordinator

PYA P C

Charlotte (NC)

On-site

USD 55,000 - 75,000

Full time

3 days ago
Be an early applicant
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

PYA is seeking a Client Relationship Coordinator in Atlanta, GA to serve as a primary client contact alongside the management team. The role blends client-facing service with administrative and paralegal support to ensure exceptional client experiences and compliant operations.

You will liaise between clients and internal teams, prepare client-facing documents, and drive projects with autonomy. A strong communication mindset and 3+ years of relevant experience are expected.

Qualifications

  • 3+ years of administrative, paralegal, paraprofessional, or client support experience with a firm or corporation preferred.
  • Ability to lead cross-functional processes and drive results independently.
  • Exceptional communication and stakeholder influence skills.

Responsibilities

  • Serve as a client contact, building and maintaining strong client relationships through regular, proactive communication.
  • Act as a liaison between clients and internal teams to ensure needs are understood and met.
  • Prepare client-facing documents, reports, and correspondence with accuracy and professionalism.
  • Support the preparation and review of contracts, engagement letters, and other compliance-related documents.
  • Maintain meticulous records to ensure compliance and efficient client service.
  • Lead Salesforce initiatives and integrate systems and reporting for operations.
  • Champion firm policies and drive autonomous special projects as needed.

Skills

Client relationship management
Communication
Project coordination

Tools

Salesforce
Microsoft Word/Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Relationship Coordinator

Full Time PYA Atlanta, Atlanta, GA, US

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
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Delivery Coordinator
Client Delivery Coordinator

Pya, p.c • United States

Remote
USD 55,000 - 75,000
Competitive compensation
Comprehensive benefits
Client Delivery Coordinator
Client Delivery Coordinator

PYA P C • Charlotte (NC)

On-site
USD 65,000 - 95,000
Compliance Document Specialist
Compliance Document Specialist

PYA • Atlanta (GA)

On-site
USD 50,000 - 70,000
Competitive compensation
Comprehensive benefits
Opportunities for career advancement
Tax Staff - Summer 2028 - Future Interest
Tax Staff - Summer 2028 - Future Interest

PYA P C • Atlanta (GA)

On-site
USD 60,000 - 75,000
Tax Principal
Tax Principal

Pyagatesmoore • Atlanta (GA)

On-site
USD 180,000 - 260,000
Business Document and Data Specialist
Business Document and Data Specialist

PYA P C • Charlotte (NC)

On-site
USD 60,000 - 80,000
Competitive compensation
Comprehensive benefits
Career advancement opportunities
Tax Senior Manager
Tax Senior Manager

PYA P C • Charlotte (NC)

On-site
USD 150,000 - 210,000
Document, Data, and Quality Specialist
Document, Data, and Quality Specialist

PYA P C • Charlotte (NC)

On-site
USD 55,000 - 85,000
Competitive compensation
Comprehensive benefits
Career advancement opportunities
Healthcare Business Development and Relationship Manager
Healthcare Business Development and Relationship Manager

Pyagatesmoore • Atlanta (GA)

On-site
USD 90,000 - 120,000
Competitive compensation
Career advancement opportunities
Healthcare Business Development and Relationship Manager
Healthcare Business Development and Relationship Manager

PYA P C • Charlotte (NC)

On-site
USD 90,000 - 130,000