Client Service Associate
Posted: June 16, 2023
Fielder Capital 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. If you excel in this role, you may have the opportunity to develop over time into a more senior role, such as a Financial Adviser.
Fielder Capital is a fast growing, fee-only Registered Investment Adviser (RIA)* that manages over $400 million in assets for over 75 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
Prior experience in similar role preferred, but not required
Presently residing in Nashville, TN
A bachelor’s degree
Service-minded; enjoys working with and helping people
Thrives in a fast-paced, high-energy office environment
Flexible and adaptable; cool and calm under pressure
Strong verbal and written communication skills
Proficient in Microsoft Word, Excel, and PowerPoint
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
If you are interested in interviewing for this role, please send a resume along with a cover letter to email@example.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!
*Registration does not imply a certain level of skill or training.