Client Experience & Service Operations Manager

Job overview

The Client Experience & Service Operations Manager role is full-time and in-office in Austin, TX. The stated base salary is $65,000–$80,000 per year, with performance-based commissions. Skyline Wealth Strategies serves high-net-worth and multigenerational families through a personalized wealth-management platform. The manager coordinates client bookings, service workflows, new-business processing, client hosting, and events. By maintaining accurate records and coordinating with advisors, leadership, carriers, custodians, and other partners, the role supports client satisfaction, retention, and the firm’s growth.

What you'll do

• Manage appointment workflows, confirmations, agendas, and meeting materials
• work in Zoho CRM and related software
• conduct quarterly client check-ins and coordinate annual continuity and planning reviews
• manage service requests and ticket resolution
• support annuity, life insurance, and alternative investment processing
• host clients and manage appreciation programs
• coordinate event screening, RSVPs, confirmations, and hosting.

What we're looking for

Skills & competencies

client experience manager

austin tx

skyline wealth strategies

wealth management

client service

zoho crm

appointment coordination

client hosting

event coordination

$65k–$80k base

commission eligible

health insurance

dental insurance

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• 401(k)
• paid time off
• performance-based commission eligibility.

Why this role

The role combines client service operations, advisor support, hospitality, and event coordination in a wealth-management setting.

About the employer

SKYLINE WEALTH STRATEGIES, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.