You don't wait for direction — you create it. You don’t just organize — you optimize.

If you're a driven executor with a sharp eye for detail and a passion for operational excellence, this is your seat at the leadership table.

Babb Financial Group, a fast-paced, client-focused Financial Firm, is seeking a Senior Client Service Manager who leads with clarity, takes ownership, and ensures no ball ever gets dropped. You’ll oversee and align cross-functional teams, streamline client service operations, and keep our firm operating like a high-performance machine — with precision and purpose.

We’re looking for someone who thrives on structure, accountability, and measurable results — and can engage a team without micromanaging. You naturally bring a strategic presence, balancing execution with leadership.

What You’ll Take Ownership Of

Operational Leadership

Directly manage the day-to-day flow of our client service and advisory processes
Ensure meetings, systems, and people are prepped and aligned — every time
Use data, process, and oversight to eliminate errors and elevate performance

Team Execution

Lead weekly team meetings and one-on-ones to maintain alignment and resolve friction fast
Coach, support, and hold your team accountable without babysitting
Drive adoption and proper use of tools like Wealthbox and internal workflows

Human Capital Management

Own hiring, onboarding, and performance systems for the client service team
Reinforce our culture of excellence, ownership, and clear communication
Work with leadership to ensure every seat is filled with the right person

Compliance & Investment Ops

Oversee billing audits, and regulatory processes with precision
Ensure every piece of marketing or client-facing material clears compliance smoothly
Work collaboratively with compliance consultants to execute regulatory processes, ensure timely audit readiness, and maintain alignment with SEC and firm-level standards across all operations
Support tech and custodial partners to improve efficiency and accuracy

You’re the Right Fit If You:

Think in systems and execute with speed
Lead teams without losing sight of the details
Want a role where accountability is expected, not avoided
Have 5+ years in client service or operations at an RIA or advisory firm
Hold (or are working toward) FPQP®, or similar designation
Can build trust quickly and solve problems before they happen
Familiarity with SEC/FINRA regulations and can oversee compliance
Experience with Schwab
High confidentiality standards (especially with client financial data)

Babb Financial Group

New Jobs

Senior Client Service Manager