Senior Analyst / Advisor

Attessa Capital; Tucson (AZ); On-site; USD 100,000 - 200,000; Full time

Job summary

Attessa Capital in Tucson, AZ is seeking a client relations professional to serve high-net-worth individuals, family offices, and corporate clients, acting as the primary point of contact and delivering proactive, high-touch communication.

You will coordinate with custodians and advisory teams, manage onboarding from agreement to account setup, prepare meeting materials, and handle day-to-day service requests while maintaining CRM records and compliance.

Qualifications

• Strong interpersonal skills and ability to communicate proactively with clients.
• Excellent computer/software skills and CRM proficiency.
• Strong attention to detail and accuracy in records.
• Solid financial literacy and understanding of investment services.
• Experience with a financial services firm, ideally an advisor-focused shop.
• Experience with Schwab Advisor Center or comparable platforms (TD Ameritrade, Fidelity, Pershing).

Responsibilities

• Primary point of contact for clients; deliver proactive, high-touch communication and follow-through.
• Coordinate internally to resolve client needs and improve ongoing client experience.
• Lead onboarding from signed agreement through account setup, transfers, and first-90-day experience.
• Manage documentation and coordination with custodians/third parties.
• Prepare meeting materials, agendas, and data; participate in meetings.
• Send recaps, track action items, and maintain accurate CRM notes and records.
• Oversee day-to-day service requests (cash movements, account maintenance, beneficiary updates).
• Liaise with custodians/partners, troubleshoot issues, and keep clients informed.
• Support advisors with planning, research, and implementation of recommendations.
• Spot life-event triggers and coordinate next steps with internal/external professionals.

Skills

Interpersonal skills

Computer skills

Attention to detail

Financial literacy

Experience in financial services

Schwab/TD Ameritrade familiarity

Salary range expectation

Job description

Attessa Capital is an investment management firm (Registered Investment Advisor) serving high-net worth individuals, family offices, and corporations. The firm is based in Tucson, AZ, and has a satellite office in Phoenix, AZ.

This is a full-time, in-person job at our Tucson, AZ office.

Responsibilities:

Client relationship responsibilities

• Primary point of contact; deliver proactive, high-touch communication and follow-through.
• Coordinate internally to resolve client needs and improve the ongoing client experience.

Client onboarding and transitions

• Lead onboarding from signed agreement through account setup, transfers, and first-90-day experience.
• Manage documentation and coordination with custodians/third parties to keep onboarding on track and in good order.

Meeting preparation, follow-up, and documentation

• Prep meeting materials, agendas, and data, and participate in meetings.
• Send recaps, track action items, and maintain accurate CRM notes and records.

Service requests and operational coordination

• Oversee day-to-day service requests (cash movements, account maintenance, beneficiary updates, etc.).
• Liaise with custodians/partners, troubleshoot issues, and escape while keeping clients informed.

Investment Research & Financial Planning

• Perform research on existing and prospective investments
• Help in the preparation, creation, and reporting of financial plans

Support for advisors and planning team

• Partner with advisors to implement planning recommendations and ensure clients feel supported.
• Spot life-event triggers and coordinate next steps with internal/external professionals.

Compliance and risk awareness

• Follow firm policies for compliance, privacy, and recordkeeping
• Help coordinate relationship-building with centers of influence (CPAs/attorneys) and related meetings/materials.

The above list is not comprehensive, but is meant to give an idea for the type of work

Knowledge, Skills & Abilities:

Required:

• Strong interpersonal skills
• Excellent computer/software skills
• Strong attention to detail
• Strong financial literacy and understanding
• Experience with a financial services firm, ideally a Registered Investment Advisor
• Experience w/ Charles Schwab (i.e. Schwab Advisor Center), or comparable experience w/ TD Ameritrade, Fidelity, Pershing, etc.
• $100,000 – $200,000, depending on background/qualifications