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Client & Investment Ops Analyst
Job in
Tucson, Pima County, Arizona, 85718, USA
Listed on 2026-08-28
Listing for:
Attessa Capital
Full Time
position Listed on 2026-08-28
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
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.
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