Job Description
Pulled from the full job description
401(k)
Paid time off
Vision insurance
Dental insurance
Life insurance
Full job description
Client Experience & Service Operations Manager
(Client Experience Lead – Bookings, Service, & Events)
Location: Austin, TX
Compensation: $80,000 Annual Base Salary + Performance Based Commissions Tied to Converted Bookings
About Skyline Wealth Strategies
Skyline Wealth Strategies is a client first wealth management platform specializing in its personalized approach to serving high net worth and multigenerational families. Skyline operates using a private family office mindset, delivering impeccable assistance and disciplined execution fostering lifetime relationships.
Skyline strives to build scalable systems, supporting organic growth and future growth opportunities. Ideal candidate will maintain Skyline’s excellence in client experience and operational rigor.
Role Overview
The Client Experience & Service Operations Manager is the client facing, logistical, and hospitality engine of Skyline Wealth Strategies.
This role owns the booking calendar, client service flow, and continuity of lifetime relationships. It is a leadership position with direct impact on client satisfaction, retention, and revenue conversion.
This role works in tandem with advisors and leadership, with systems and processes designed to scale with firm growth.
Compensation & Incentives
Salaried Position
Performance Based Commissions (Details Shared During Interview Process)
Core Responsibilities
Bookings Function
Point of contact for appointment only family office environment
Manage appointment workflows including confirmations, agendas, and materials preparation for multiple advisors, meeting types, and rooms
Work directly within Zoho CRM and other relevant software
Maintain discretion, timeliness, and precision
Lifetime Service Initiative
Manage Skyline's Lifetime Service Program
Conduct quarterly client check-ins
Coordinate annual client continuity and planning review
Support ad-hoc client relations initiatives
Identify and document client needs for advisors
Client Servicing
Serve as Skyline's central hub for client service requests
Service ticketing across various product lines
Timely client solution resolution, tracking, and updating
Maintain detailed records within Zoho CRM
New Business Support
Advisor support on annuity, life insurance, and alternative investment processing
Coordination with insurance carriers, FMOs, 3rd party financial custodians, and internal Skyline team
Tracking and reporting throughout the closing process
Client Hosting
Serve as the first point of contact and the face of Skyline hospitality
Welcoming and guiding in-office clients
Build rapport with new and existing client base
Manage client appreciation programs
Event Coordination
Manage event screening process, RSVPs, and confirmations
Support upwards of three client events per month
Serve as event host and build relationships with prospective clients
Required Experience and Qualifications
Minimum 5 years in a premium professional environment (required)
Experience in wealth management, insurance, medical office, or hospitality (required)
Hands on experience with annuities and life insurance processing (preferred)
CRM and systems proficiency (Zoho preferred)
Strong organizational, communication, and execution skills
Professional demeanor with high net worth clients
Success Goals
High degree of meeting confirmation accuracy
Timeliness of service ticketing resolution
Positive client feedback
Seamless advisor meeting preparation
Work Model and Expectations
Full-Time, In-Office
Flexibility on workday and/or evening client events
Growth oriented, career mindset
High standard of professionalism
Benefits and Perks
Base salary with commission eligibility
Health, dental, and vision insurance
401(k)
PTO
Skyline Wealth Strategies is an equal opportunity employer.
We are committed to building a culture of respect, excellence, and client first service.
401(k)
Paid time off
Vision insurance
Dental insurance
Life insurance
Full job description
Client Experience & Service Operations Manager
(Client Experience Lead – Bookings, Service, & Events)
Location: Austin, TX
Compensation: $80,000 Annual Base Salary + Performance Based Commissions Tied to Converted Bookings
About Skyline Wealth Strategies
Skyline Wealth Strategies is a client first wealth management platform specializing in its personalized approach to serving high net worth and multigenerational families. Skyline operates using a private family office mindset, delivering impeccable assistance and disciplined execution fostering lifetime relationships.
Skyline strives to build scalable systems, supporting organic growth and future growth opportunities. Ideal candidate will maintain Skyline’s excellence in client experience and operational rigor.
Role Overview
The Client Experience & Service Operations Manager is the client facing, logistical, and hospitality engine of Skyline Wealth Strategies.
This role owns the booking calendar, client service flow, and continuity of lifetime relationships. It is a leadership position with direct impact on client satisfaction, retention, and revenue conversion.
This role works in tandem with advisors and leadership, with systems and processes designed to scale with firm growth.
Compensation & Incentives
Salaried Position
Performance Based Commissions (Details Shared During Interview Process)
Core Responsibilities
Bookings Function
Point of contact for appointment only family office environment
Manage appointment workflows including confirmations, agendas, and materials preparation for multiple advisors, meeting types, and rooms
Work directly within Zoho CRM and other relevant software
Maintain discretion, timeliness, and precision
Lifetime Service Initiative
Manage Skyline's Lifetime Service Program
Conduct quarterly client check-ins
Coordinate annual client continuity and planning review
Support ad-hoc client relations initiatives
Identify and document client needs for advisors
Client Servicing
Serve as Skyline's central hub for client service requests
Service ticketing across various product lines
Timely client solution resolution, tracking, and updating
Maintain detailed records within Zoho CRM
New Business Support
Advisor support on annuity, life insurance, and alternative investment processing
Coordination with insurance carriers, FMOs, 3rd party financial custodians, and internal Skyline team
Tracking and reporting throughout the closing process
Client Hosting
Serve as the first point of contact and the face of Skyline hospitality
Welcoming and guiding in-office clients
Build rapport with new and existing client base
Manage client appreciation programs
Event Coordination
Manage event screening process, RSVPs, and confirmations
Support upwards of three client events per month
Serve as event host and build relationships with prospective clients
Required Experience and Qualifications
Minimum 5 years in a premium professional environment (required)
Experience in wealth management, insurance, medical office, or hospitality (required)
Hands on experience with annuities and life insurance processing (preferred)
CRM and systems proficiency (Zoho preferred)
Strong organizational, communication, and execution skills
Professional demeanor with high net worth clients
Success Goals
High degree of meeting confirmation accuracy
Timeliness of service ticketing resolution
Positive client feedback
Seamless advisor meeting preparation
Work Model and Expectations
Full-Time, In-Office
Flexibility on workday and/or evening client events
Growth oriented, career mindset
High standard of professionalism
Benefits and Perks
Base salary with commission eligibility
Health, dental, and vision insurance
401(k)
PTO
Skyline Wealth Strategies is an equal opportunity employer.
We are committed to building a culture of respect, excellence, and client first service.
💡 Quick Summary
Seeking a career-building opportunity? The Client Experience & Service Operations Manager position is now open for candidates interested in the Event Management Jobs sector. This role in Austin offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.
