Client Service Associate

Posted:  October 19, 2021
 

JOB DESCRIPTION

Fielder Capital, a fast-growing, fee-only wealth management firm, seeks a highly motivated client service professional to provide world class service to our growing client base.  As a successful candidate, you will have a service mindset and a strong desire to help people. You must be highly organized, detail oriented, and able to manage and prioritize multiple projects. You would work alongside our tight-knit team from our office located in a new luxury building in Nashville’s bustling Gulch. Two or more years of relevant work experience required. Direct industry experience is a plus.

 

FIRM DESCRIPTION

Fielder Capital Group LLC is a rapidly growing fee-only Registered Investment Advisor (RIA) that manages over $400 million in assets for approximately 70 families. Our clients include dynamic entrepreneurs and leaders located across the US. We are honored by the trust they have placed in our team. We thus seek colleagues with impeccable character and personal integrity. Our culture promotes and expects a growth mindset and a commitment to professional mastery from all team members. 

 

REQUIRED SKILLS & QUALIFICATIONS
 

  • Presently residing in Nashville, TN

  • A bachelor’s degree 

  • Service-minded; enjoys working with and helping people

  • Independent and self-motivated

  • Flexible and adaptable; cool and calm under pressure

  • Thrives in a fast-paced, high-energy office environment

  • Skilled problem solver; able to anticipate and plan steps necessary to accomplish tasks

  • Strong verbal and written communication skills

  • Proficient in Microsoft Word, Excel, and PowerPoint

RESPONSIBILITIES
 

  • Receive, screen, and direct incoming calls/inquiries

  • Manage partners’ calendars (scheduling)

  • Assist with new account paperwork and client onboarding

  • Maintain and organize client records in CRM

  • Support client service requests

  • Manage client recognition (cards and gifts)

  • Assist with marketing (ie: organizing live or digital events) 

  • Execute office management tasks (ie: mail, ordering supplies, etc.)

If you are interested in interviewing for this role, please send a resume along with a cover letter to info@fieldercapital.com. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position. In your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. We will not respond to solicitations from recruiters.

 

Thank you in advance for your interest!