Wealth Management Client Relationship Lead

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

Job summary

An investment management firm is looking for an experienced professional to join their Tucson, AZ office. This full-time position demands strong client relationship skills, financial literacy, and the ability to handle detailed onboarding and service requests. Candidates should possess excellent communication and software skills. A background in a financial services firm, particularly as a Registered Investment Advisor, is preferred. The salary range is between $100,000 and $200,000, depending on qualifications.

Qualifications

• Experience in a financial services firm, ideally a Registered Investment Advisor.
• Strong understanding of various financial software tools.

Responsibilities

• Serve as primary point of contact for clients with proactive communication.
• Lead onboarding processes and coordinate with custodians.
• Prepare meeting materials, manage documentation, and maintain CRM records.
• Oversee day-to-day service requests and operational coordination.
• Conduct investment research and assist in financial planning.
• Collaborate with advisors to implement planning recommendations.
• Follow compliance and privacy policies.

Skills

Strong interpersonal skills

Excellent computer/software skills

Strong attention to detail

Strong financial literacy and understanding

Education

Experience with a financial services firm

Experience w/ Charles Schwab or comparable platforms

Job description

An investment management firm is looking for an experienced professional to join their Tucson, AZ office. This full-time position demands strong client relationship skills, financial literacy, and the ability to handle detailed onboarding and service requests. Candidates should possess excellent communication and software skills. A background in a financial services firm, particularly as a Registered Investment Advisor, is preferred. The salary range is between $100,000 and $200,000, depending on qualifications.