Client Services and Operations Manager

Client Services and Operations Manager

Indianapolis, IN or Cincinnati, OH | Full-time, salaried

Our Mission

To be intentional Servant Leaders , both in our Hearts and our Actions , so that we can Significantly Impact the Lives and Dreams of those we are Called to Serve .

Every other priority is secondary to our mission. We are forever committed to being an extraordinary wealth leadership firm, but the families we serve and our relationship with them can never be compromised.

Position Overview

Reporting to the CEO, this hands-on leader owns the workflows and client service processes that help families feel known, valued, and supported. The Client Services and Operations Manager brings a builder mindset: identifying what needs to be done, taking initiative, and creating practical systems that improve how the firm operates. Strong client relationship management, attention to detail, and a genuine commitment to serving others are essential.

Key Responsibilities

• Build and maintain trusted client relationships through proactive outreach, attentive listening, anticipation of needs, and consistent follow-through.
• Coordinate onboarding, service requests, and review meetings; prepare executives with accurate client information, meeting materials, agendas, and follow-up items.
• Own CRM records, tasks, and workflows; track new-account paperwork, client requests, and back-office tickets accurately through completion.
• Manage day-to-day broker-dealer relationships and coordinate with professional partners and insurance providers to resolve issues and keep client requests moving.
• Build, document, and improve repeatable workflows; identify gaps, remove bottlenecks, and implement technology that strengthens service and supports compliance procedures.

Qualifications and Requirements

• Experience with Microsoft 365 and CRM software.
• Experience managing workflows and detailed client service or operational processes.
• Prior experience with financial services industry technology is a plus.

Skills and Abilities

• Relationship centric – Always puts the needs of our relationships over the needs of self or the firm.
• Servitude – Enjoys being a servant leader and has a passion for helping others.
• Excellent communication and relationship management; meticulous attention to detail, organization, and follow-through across competing priorities.
• Process-oriented builder mindset: sees what needs to be done and takes action; solves problems independently, improves systems, and seeks perspective when appropriate.

Benefits

Comprehensive benefits package and PTO

How to Apply

OneDigital is working with this client on a retained search basis. If you meet the qualifications and want to join this team of talented individuals, please send your resume to View email address on click.appcast.io