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Client Relationship Manager

Investors Portfolio Services (IPS) is looking for qualified candidates to join our team as a client relationship manager in our Puyallup office. The client relationship manager at IPS will support senior advisors and handle everyday workflow for clients. Successful candidates for this position will have a demonstrated track record of both educational and professional achievement, along with a passion for superior client service skills, new revenue generation, and improving operational structure and efficiency in a financial services environment. A desire to grow and build a client base is required as there is a clear path to the senior level within 5 years. The correct fit for this position is open to a path to future ownership and equity in the firm.

Job Responsibilities

  • Leverage your interpersonal skills to contribute to a growing business by identifying service opportunities for clients and generating new business.
  • Ensuring client service expectations are met and exceeded.
  • Representing the office and senior advisors with clients, prospects, and other financial advisors.
  • Coordinate the account administration for clients and ensure the completion of investment-related tasks and client inquiries relative to the management of accounts.
  • Receive and monitor investment-oriented project requests from clients and senior advisors; handling inquiry resolution, obtaining appropriate documentation, and ensuring systems information is up-to-date.
  • Coordinate preparation and analysis, as appropriate, of investment presentations to clients (prospective and current).


  • RIA client service experience preferred. This position will be client-facing on day 1.
  • Bachelor’s degree required, Business related degree preferred.
  • Series 7 and 66 licenses preferred.
  • Knowledge of investment solutions and financial planning required.
  • High level of comfort working with high-net-worth individuals.
  • Demonstrated outstanding client service and interpersonal skills.
  • Time management and organizational skills; ability to manage multiple responsibilities, project management, and changing priorities. 

Your Competencies and Characteristics

  • Team-oriented character with an exceptionally strong work ethic.
  • Self-starter with close attention to detail and follow-through.
  • A high energy level personality with a positive attitude towards challenges.
  • Ability to build client relationships with excellent rapport and credibility.
  • Ability to independently manage multiple responsibilities and changing priorities.
  • A commitment to consistently producing a high-quality work product.

The position will be offered a base salary and may also be available to receive a discretionary bonus based on company and individual performance. The ideal candidate will be open to a path to partial ownership as the business continues to grow.

Investors Portfolio Services is an equal-opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

If you feel that you would be a good fit for this position, please send an email to lynn@investorsportfolioservices.com. Please include your résumé. 

Check the background of this advisor on FINRA’s BrokerCheck.