Jennifer Battles

Client Service & Operations Leader for RIAs

I help advisory firms run smoother client service. I’ve spent 20+ years in operations and client service leadership, including 5+ years inside RIAs. Most recently I led a 12-person client service team supporting 150+ independent financial advisors. My work sits where people, process and data meet. That means building onboarding workflows, handling custodian work across Schwab, Fidelity and Goldman Sachs, resolving NIGOs, ACATs and RMDs, and training teams so the work gets done the same way every time. I also build the tools behind it: dashboards that track onboarding timelines, SLAs and client satisfaction, internal hubs and training portals, and AI tools that take repetitive work off the team’s plate. I care about clients feeling taken care of and about teams having what they need to do that well.