Senior Client Service Associate

Posted: March 24, 2026

Full time * On-site * Nashville, TN

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 enjoy mastering operational workflows to deliver a seamless client experience? If you answer, “Yes, yes, yes!”, then this is the opportunity for you. Fielder Capital Group seeks an experienced, conscientious individual to join our growing firm. You would work alongside our tight-knit team from our office in a modern building in Nashville’s 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.

RESPONSIBILITIES

Serve as the primary point of contact for our high-net worth clients, ensuring every touch point reflects the firm’s high standards.

Manage client onboarding end-to-end, including account opening, custodian paperwork, and scheduled check-ins with the client.

Execute client service tasks such as money movement/wire transfers, private fund subscriptions, and capital call funding, ensuring 100% accuracy and compliance.

Coordinate and prepare materials for client review meetings, including performance reports, financial planning summaries, and agenda documents.

Serve as a subject matter expert for internal systems and help train future team members.

Maintain and organize client records in CRM.

REQUIRED SKILLS & QUALIFICATION

Presently residing in or near Nashville, TN

3+ years of experience in an RIA, family office, or broker-dealer

A bachelor’s degree

Service-minded; enjoys working with and helping people

Strong sense of urgency and diligence in following up

Exceptional attention to detail and problem-solving skills

Superior written and verbal communication skills

Deep discretion and professionalism in handling financial and personal information

Genuine passion for client service and a team-first attitude

Excellent planning, organization, and time management skills

HOW TO APPLY

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!

APPLY