Strategic Client Services Executive

Velera Solutions, LLC; United States; Remote; 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 (PTO)

Tuition Reimbursement

Wellness program

Mental Health and Well-being EAP

Maternity, Parental, Family Care

HSA contributions

FSA

Job summary

Velera is seeking a Service Executive III to oversee the end-to-end servicing relationship for assigned clients across all lines of business. You will coordinate with the Client Growth Executive and enterprise units to drive strategic plans, operational initiatives and successful delivery.

In a remote-first culture, you’ll advocate for clients, promote Velera products, and resolve complex service requests, ensuring client satisfaction, revenue growth, and durable partnerships.

Qualifications

• Bachelor’s Degree in related field or combination of education and relevant experience.
• Five years’ of experience in client relationship or client servicing within financial services.
• Experience driving strategic initiatives, client outcomes, and customer success.
• Project Management experience preferred.

Responsibilities

• Manage servicing relationships for assigned clients across all lines of business.
• Coordinate initiatives with the Client Growth Executive and enterprise units to ensure alignment.
• Advocate for clients to improve service, promote Velera products, and oversee initiatives and service requests.
• Provide knowledge and support of client escalations and resolutions.
• Develop and deliver status reports and client presentations.

Skills

Client relationship management

Strategic planning

Project management

Customer success

Education

Bachelor’s Degree in related field

Job description

Velera is seeking a Service Executive III to oversee the end-to-end servicing relationship for assigned clients across all lines of business. You will coordinate with the Client Growth Executive and enterprise units to drive strategic plans, operational initiatives and successful delivery.

In a remote-first culture, you’ll advocate for clients, promote Velera products, and resolve complex service requests, ensuring client satisfaction, revenue growth, and durable partnerships.