Client Service Associate

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. This is not a sales position. 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. We provide solid compensation based upon experience as well as paid-time-off, healthcare benefits, a 401(k) retirement plan, and most importantly, a great culture. If you excel and demonstrate a “partnership mindset”, we will offer a visible path to equity in our partnership longer term. 

 

FIRM DESCRIPTION

Fielder Capital is a rapidly growing investment management and family office based in Nashville, TN. Our clients include high-net worth entrepreneurs and senior executives who place great trust in our team.  We thus seek professionals of the highest integrity and personal character. Our culture expects a growth mindset and commitment to professional mastery from all team members. 

 

REQUIRED SKILLS & QUALIFICATIONS
 

  • Presently residing in Nashville, TN

  • A bachelor’s degree in business or a related field

  • 2+ years of relevant work experience. Direct industry experience is a definite plus.

  • 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
 

  • Manage new account paperwork and client onboarding

  • Receive, screen, and direct incoming calls/inquiries

  • Schedule client appointments

  • Help prepare client presentations for client meetings

  • Handle client meeting follow-up tasks as delegated

  • Maintain and organize client records in CRM

  • Handle client service issues as they arise

  • Manage client recognition (cards and gifts)

  • Plan and organize client events (live or digital)  

  • Maintain and update firm’s website

  • Basic office management tasks (ie: order office supplies)

If you are interested in interviewing for this role, please send a resume along with a cover letter to info@fieldercapital.com. In your cover letter, please describe three of your most defining attributes that would make you an ideal fit for this role. 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. Please note that resumes submitted without a cover letter will not be considered. We will not respond to solicitations from recruiters. Thank you in advance for your interest!