Service Executive I

Job Description:

Schedule: Fully Remote | Must work CST hours
Availability: Monday-Friday, 7 AM-6 PM CT (standard shift typically 8 AM-5 PM CT; subject to change)

About the Role

We are seeking a detail-oriented and proactive Service Executive I to support vendor and client communications while ensuring timely service delivery. This role requires strong written communication skills, a collaborative mindset, and flexibility to adapt to shifting priorities.

The Service Executive I is responsible for managing client servicing relationships across multiple lines of business. You'll work closely with internal and external leadership to drive operational initiatives, support client escalations, and deliver solutions that strengthen client partnerships and contribute to organizational growth.

Key Responsibilities

Communication & Coordination

• Receive and forward vendor emails to clients, ensuring clear and timely responses.
• Track outstanding communications and follow up promptly.
• Serve as the primary operational point of contact between vendors, clients, and Velera teams.
• Collaborate via Microsoft Teams and Outlook for internal communication and task management.

Client Relationship Management

• Strengthen client partnerships by understanding program needs and delivering expert servicing oversight.
• Manage day-to-day servicing requests for a diverse portfolio of clients, including those with complex programs.
• Provide consultative support to clients, ensuring alignment with their strategic goals and regulatory requirements.
• Act as an advocate for assigned clients to enhance satisfaction, loyalty, and utilization of Velera products and services.

Leadership & Growth

• Demonstrate leadership by mentoring others and seeking mentorship for personal development.
• Participate in client-focused projects such as mergers, product launches, promotions, and campaigns.
• Provide insights and status updates to both Velera senior leadership and client executives.
• Assist with other tasks when email/ticket volume is low, showing adaptability and eagerness to learn.

Operational Excellence

• Drive resolution management for implementation, operational, and system/application issues.
• Analyze issues, identify root causes, and develop actionable solutions.
• Produce client-facing reports, business reviews, and presentations that communicate progress and results.

Qualifications

• Education: Bachelor's degree in a related field preferred, or equivalent combination of education and experience.
• Experience: Minimum 3 years of client relationship or servicing experience within the financial services industry.
• Proven track record of managing client outcomes, supporting strategic initiatives, and resolving service issues.
• Project Management experience preferred.

Technical & Skill Requirements

• Proficiency with Outlook, Excel, and Word
• Strong written communication skills with emphasis on clarity and professionalism
• Familiarity with Salesforce (preferred)
• Basic understanding of AI tools (e.g., Copilot) is a plus
• Professionalism and strong knowledge of email process etiquette
• Ability to formulate responses and manage basic day-to-day functions

$ 26.00/hr

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