Client Relationship Manager

Skyline Wealth Strategies•Austin, TX

15h•Onsite

About The Position

Skyline Wealth Strategies is seeking a motivated, relationship-focused professional interested in building a long-term career in wealth management. This position begins in client relationship management, providing hands-on exposure to client service, advisor operations, financial planning processes, and wealth management strategies. Through Skyline's structured training approach, successful candidates will have the opportunity to begin transitioning into advisor responsibilities within approximately six months. This is an ideal opportunity for someone who enjoys working with people, wants to learn the financial advisory business from the ground up, and is committed to developing into a future Financial Advisor.

Requirements

Bachelor's degree preferred but not required
2+ years of experience in client service, relationship management, hospitality, banking, insurance, sales, or another client-facing role
Strong communication and relationship-building skills
Highly organized with strong attention to detail
Professional presence and desire to work directly with clients
Interest in financial planning, wealth management, and advisory services
Ambition to grow into a Financial Advisor role

Responsibilities

Serve as the primary point of contact for clients and visitors
Coordinate advisor calendars and client appointments
Support meeting preparation and follow-up activities
Maintain accurate CRM records and client documentation
Assist with client onboarding and account servicing
Support seminars, events, and client relationship activities
Learn Skyline's planning process, client experience standards, and operational workflows
Participate in client meetings
Learn financial planning fundamentals
Support retirement and wealth planning discussions
Build client relationship management skills
Prepare for a transition into advisor responsibilities