Senior Client Service Associate

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.

• 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.

• Presently residing in or near Nashville, TN
• 3+ years of experience in an RIA, family office, or broker-dealer
• 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