Client Relations Manager

Investment Advisory Group; Bellingham (WA); On-site; USD 108,000 - 160,000; Part time

Benefits offered by this job

Paid family leave

Mentorship programs

Promotion ladder

Job summary

Investment Advisory Group in Bellingham, WA is seeking a Part-time Client Relations Manager who thrives on initiative. You will ground expectations, resolve customer concerns, and help onboard and mentor teammates while maintaining a strong customer focus.

This role values ownership over busywork, with a clear promotion ladder, paid family leave, and mentors invested in your long-term growth. The team emphasizes written communication to keep everyone in the loop and minimize unnecessary meetings.

Qualifications

• Strong multitasking ability without sacrificing quality.
• A collaborator who makes the manager review feel less like an exam.
• Demonstrated wins in general work somewhere near Bellingham, WA.
• The reflex to surface risk before it surfaces itself.
• Comfort owning the unglamorous middle of a part-time project.
• Willingness to commute to Bellingham, WA or work flexibly as needed.

Responsibilities

• Keep manager expectations grounded in what the part-time role can deliver.
• Resolve customer concerns with patience and a focus on outcomes.
• Onboard, mentor, and guide newer team members when called upon.
• Surface risks early, loudly, and with a proposed fix attached.
• Convert Initiative chaos into a backlog someone can actually work.

Skills

Initiative

Multitasking

Collaboration

Risk awareness

Ownership

Flexibility

Job description

Here's the deal: Investment Advisory Group needs a Client Relations Manager, you bring 7 of Initiative, and together we make Bellingham, WA a little less ordinary. A part-time Client Relations Manager role that values ownership over busywork, pays $108,000 - $160,000, and invests in your long-term growth.

Key Responsibilities

• Keep manager expectations grounded in what the part-time role can deliver
• Resolve customer concerns with patience and a focus on outcomes
• Onboard, mentor, and guide newer team members when called upon
• Surface risks early, loudly, and with a proposed fix attached
• Convert Initiative chaos into a backlog someone can actually work

What You'll Bring

• Strong multitasking ability without sacrificing quality
• A collaborator who makes the manager review feel less like an exam
• Demonstrated wins in general work somewhere near Bellingham, WA
• The reflex to surface risk before it surfaces itself
• Comfort owning the unglamorous middle of a part-time project
• Willingness to commute to Bellingham, WA or work flexibly as needed

Investment Advisory Group is a scrappy, customer-obsessed general company proudly built in Bellingham, WA. We default to writing things down so the whole general team stays in the loop without endless meetings.

Joining us means $108,000 - $160,000, a clear promotion ladder, paid family leave, and mentors invested in your success.

We refreshed it today so candidates know the part-time role is genuinely open.