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.OverviewAttessa Capital is an investment management firm serving high-net worth individuals, family offices, and corporations, with a Tucson headquarters and a satellite office in Phoenix, AZ.Things to Know About the Firm/JobThis is a full-time, in-person job at our Tucson, AZ office.Although background or experience in finance or the financial industry is preferred, we are more focused on finding a candidate who is smart, independent in their work, and willing to learn.The culture of the firm is very important to us. While there is an emphasis on customer service and professionalism when dealing with clients, internally, the environment tends to be relaxed, flexible, and non-bureaucratic.ResponsibilitiesClient relationship responsibilitiesPrimary 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 transitionsLead 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 documentationPrep 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 coordinationOversee day-to-day service requests (cash movements, account maintenance, beneficiary updates, etc.).Liaise with custodians/partners, troubleshoot issues, and escalate while keeping clients informed.Investment Research & Financial PlanningPerform research on existing and prospective investmentsHelp in the preparation, creation, and reporting of financial plansSupport for advisors and planning teamPartner 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 awarenessFollow firm policies for compliance, privacy, and recordkeepingHelp 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 workKnowledge, Skills & AbilitiesRequired:Strong interpersonal skillsExcellent computer/software skillsStrong attention to detailStrong financial literacy and understandingExperience with a financial services firm, ideally a Registered Investment AdvisorExperience 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#J-18808-Ljbffr