Senior Client Services Executive — Remote

Velera; Northern (KY); Hybrid; USD 61,000 - 77,000; Full time

Benefits offered by this job

Medical with telemedicine

Dental and Vision

401k with employer match

Paid Time Off

HSA contributions

Wellness program

Tuition Reimbursement

Job summary

Velera is seeking a Service Executive III to manage the servicing relationship for assigned financial clients across lines of business. You will collaborate with client growth and enterprise teams to drive strategic plans and operational programs, ensuring alignment and exceptional service delivery.

You will lead escalation resolution, deliver updates to senior leaders, and mentor others while expanding Velera product adoption and satisfaction.

Qualifications

• Bachelor’s Degree in a related field or equivalent combination of education and experience.
• At least 5 years of client relationship or client servicing experience in financial services.
• Experience driving strategic initiatives and achieving customer outcomes.
• PM experience is preferred.

Responsibilities

• Lead servicing relationship for assigned clients across all lines of business.
• Develop strategic plans and operational programs with senior leaders.
• Coordinate servicing efforts with Client Growth Executives and business units.
• Advocate for clients to improve service, revenue, and satisfaction.
• Provide escalations handling, status reporting, and updates to executives.

Skills

Client relationship management

Strategic initiative execution

Project management

Education

Bachelor’s Degree in related field

Job description

Velera is seeking a Service Executive III to manage the servicing relationship for assigned financial clients across lines of business. You will collaborate with client growth and enterprise teams to drive strategic plans and operational programs, ensuring alignment and exceptional service delivery.

You will lead escalation resolution, deliver updates to senior leaders, and mentor others while expanding Velera product adoption and satisfaction.