Client Experience & Service Operations Manager

Skyline Wealth Strategies•Austin, TX

3d•$80,000•Onsite

About The Position

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.

Requirements

Minimum 5 years in a premium professional environment (required)
Experience in wealth management, insurance, medical office, or hospitality (required)
CRM and systems proficiency (Zoho preferred)
Strong organizational, communication, and execution skills
Professional demeanor with high net worth clients
Full-Time, In-Office
Flexibility on workday and/or evening client events
Growth oriented, career mindset
High standard of professionalism

Nice To Haves

Hands on experience with annuities and life insurance processing (preferred)

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