Bookings & Service Leader

CLIENT SERVICE COORDINATOR Bookings & Service Leader (BKS-1)

Client Experience Bookings Service Operations

Location: In-Office (Full-Time)

Compensation: Target Total Comp $105000 ($80000 Base $25000 Commission)

About Skyline Wealth Strategies

Skyline Wealth Strategies is a high-touch client-first wealth management platform serving high-net-worth and multigenerational families. We operate with a private-family-office mindset delivering white-glove service disciplined execution and lifetime relationships. As a growing private equitybacked platform Skyline is building scalable systems to support organic growth and future M&A. Excellence in client experience and operational rigor is non-negotiable.

Role Overview

The Bookings & Service Leader (BKS-1) is the front door quarterback and client experience engine of Skyline Wealth Strategies. This role owns the booking calendar client service flow and continuity of lifetime relationships. The BKS-1 is a senior revenue-aligned operator who ensures every client interactionfrom first call to lifetime serviceis executed with precision professionalism and care. This is not an administrative role. It is a leadership position with direct influence on revenue retention and client satisfaction.

Compensation & Incentives

• Target Total Compensation: $105000
• Base Salary: $80000
• Commission Target: $25000 (performance-based)
• Commission tied directly to revenue closed through the BKS function
• Aligned incentives ensure shared success for clients team and firm

Core Responsibilities

1. Bookings Leadership (Primary KPI)

• Operate Skyline as a by-appointment-only practice
• Ensure booking coverage by meeting type advisor room and modality
• Manage preparation workflows confirmations agendas and follow-ups
• Administer booking tools (Zoho Bookings Microsoft Bookings Calendly)
• Deliver concierge or self-service booking experiences

2. Lifetime Service & Continuity Ownership

• Own 100% execution of the Lifetime Service Program
• Run quarterly client check-ins
• Coordinate annual continuity reviews
• Support ad hoc alignment meetings
• Identify service needs and opportunity follow-ups

3. Client Service Quarterback

• Central intake for all service requests
• Open and route service tickets (Annuities Life Noble General)
• Ensure timely delegation and resolution
• Maintain accurate client records and portal access

4. New Business & Money-in-Flight Support

• Support annuity life insurance and alternative investment processing
• Coordinate with carriers FMOs and internal teams
• Track money-in-flight through clean close
• Maintain discretion urgency and accuracy

5. Client Experience & Hosting

• Serve as first voice and first face of Skyline
• Welcome and guide clients in-office
• Build rapport through onboarding and lifetime relationship
• Support gifting and client appreciation initiatives

6. Events & Prospect Experience

• Manage RSVP screening and confirmations
• Support 3 events per month
• Serve as host and relationship bridge for new families

Required Experience & Qualifications

• Minimum 5 years in a high-touch professional environment
• Experience in wealth management insurance legal medical or luxury hospitality
• Hands-on experience with annuities and life insurance processing
• Strong CRM and systems proficiency (Zoho preferred)
• Exceptional organization communication and follow-through

Work Model & Expectations

• Full-time in-office role (no remote or hybrid)
• Flexibility for evening or lunch events
• Long-term career mindset
• Commitment to discretion professionalism and client-first service

Culture & Fit

• Obsessed with client experience
• Values respect accountability and excellence
• Thrives in structured systems-driven environments
• Calm confident and positive under pressure
• Builder mentality with long-term vision

Benefits & Perks

• Competitive salary and commission
• Health dental and vision insurance
• 401(k) plan
• Paid time off
• Career growth within a scaling wealth platform

Skyline Wealth Strategies is an equal opportunity employer. We are committed to building a culture of respect excellence and client-first service.