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Client & Service Operations Lead

Job in Austin, Travis County, Texas, 78716, USA
Listing for: SKYLINE WEALTH STRATEGIES, LLC
Full Time position
Listed on 2026-07-21
Job specializations:
  • Management
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience & Service Operations Lead

Skyline Wealth Strategies in Austin, TX, is seeking a Client Experience & Service Operations Manager to run the bookings, client service flow, and events. This is a client-facing leadership role that directly impacts satisfaction, retention, and revenue.

You will own the booking calendar, coordinate with advisors, and optimize processes using Zoho CRM and related tools. The compensation includes base salary and performance commissions, with growth opportunities in a private family office setting.

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