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Client Service Associate

Posted:  June 12, 2024
 

JOB DESCRIPTION

 

  • Wanted:  A Service-Driven Mindset
     

  • Needed:  A High Sense of Urgency
     

  • Required:  A Natural Optimist

 

Are you a “people person”?  Do you pride yourself on attention to detail and follow-through? Do you thrive under pressure managing multiple tasks with time-sensitive deadlines?  Do you value working in-person each day within a highly driven, cohesive team?  If you answer, “Yes, yes, yes, yes!”, then this is the opportunity for you.  Fielder Capital Group seeks an experienced professional to join our growing firm.  You would work alongside our tight-knit team from our office in a modern building in Nashville’s booming Gulch.  You would receive competitive compensation, health and retirement benefits, paid-time-off, career development and training, and the opportunity to grow over time into more advanced roles.

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RESPONSIBILITIES
 

Receive, screen, and direct incoming calls/inquiries

Assist with new account paperwork and client onboarding

Maintain and organize client records in CRM

Support client service requests

Assist with preparing agendas and presentations for client meetings 

 

REQUIRED SKILLS & QUALIFICATION

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Presently residing in Nashville, TN

 

A bachelor’s degree 

 

Service-minded; enjoys working with and helping people

 

Strong communication skills in both written and oral form

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

Flexible and adaptable; cool and calm under pressure

Strong sense of urgency and diligence in following up

Exceptional attention to detail and problem-solving skills

Excellent planning, organization, and time management skills

History of working well independently and within teams

Proficient in Microsoft Word, Excel, and PowerPoint

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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!

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FIELDER CAPITAL GROUP LLC

1222 DEMONBREUN ST, STE 1610

NASHVILLE, TENNESSEE  37203

212.918.4844


Please see important disclosures in Fielder’s Form ADV Part 2A Disclosure Brochure and Part 2B Brochure Supplement. 

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© 2025 by Fielder Capital Group LLC

*Information as of March 1, 2025. The reference to “assets” means regulatory Assets Under Management. The Worth rating is compiled by Worth Media Group in collaboration with Institutional Shareholder Services (ISS) and was awarded in May 2024. The USA Today rating is compiled USA Today in collaboration with Statistica, Inc. and was awarded in April 2024. Both rankings are based on information from advisers’ most recent SEC filings among other factors. For more information on Worth’s selection criteria, see its methodology HERE. For more information on USA Today’s selection criteria, see its methodology HERE. Third-party awards, rankings, and recognitions are no guarantee that a client or prospective client will experience a certain level of results or investment success if Fielder Capital Group (“Fielder”) is engaged, or continues to be engaged, to provide investment advisory services. Such ratings are not an endorsement of the advisor by any client or prospective client, nor should they be interpreted as representative of any one client’s experience since these ratings may merely reflect a sample of all of the experiences of Fielder’s clients. Rankings published by magazines and others are often based on quantitative factors and information prepared by the recognized advisor. Fielder never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. 

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