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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and strategic initiatives within the financial services industry, ensuring operational excellence and regulatory compliance. Proven ability to analyze issues, mentor teams, and deliver effective solutions to enhance client satisfaction and drive customer success.
Highest-signal resume keywords
Client Relationship ManagementStrategic PlanningProject ManagementOperational ExcellenceRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client ServicingStrategic InitiativesIssue ResolutionProgram ManagementData Analysis
Soft Skills
MentoringCoachingCommunicationConsultative ServiceAdvocacy
Tools & Technologies
Presentation SoftwareReporting Tools
Industry Keywords
Financial ServicesCustomer SuccessOperational IssuesClient ProjectsService Delivery
About the role
Key responsibilities & impact- Manage the overall servicing relationship for assigned clients across all lines of business
- Develop and complete strategic plans, operational initiatives, and programs with internal and external leadership
- Coordinate all aspects of client servicing with the Client Growth Executive and enterprise business units
- Advocate for assigned clients, improve consultative member service, promote Velera products and services, and oversee initiatives and service requests
- Provide knowledge and support for client escalations and resolutions
- Serve as a consultant to senior leadership, strategic partners, and vendor partners on resolution action plans and production-related issues
- Analyze issues, identify root causes, and lead actions to resolve impacts
- Manage complex client programs and strategic client relationships
- Mentor and coach others
- Manage resolution delivery for client initiatives and operational issues
- Participate in client projects including FI mergers, new product pilots, promotions, and campaigns
- Consult with clients on strategic planning, program management, solution delivery, product delivery, and issue resolution while ensuring regulatory compliance
- Serve as the central point of contact between partners for client initiatives
- Act as the client’s main operational point of contact with Velera delivery and production teams
- Develop and deliver agendas, presentations, status reports, business reviews, and operational/service reporting
- Communicate with clients regarding service satisfaction and day-to-day service delivery
- Provide updates to Velera senior leadership and client senior executives
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s Degree in related field or combination of education and relevant experience required
- Five (5) years’ of experience in client relationship or client servicing experience within the financial service industry required
- Experience in driving strategic initiatives, client outcomes, and customer success required
- Project Management experience preferred
- This role is currently not eligible for sponsorship
Benefits
Comp & perks- Competitive wages
- Medical with telemedicine
- Dental and Vision
- Basic and Optional Life Insurance
- Paid Time Off (PTO)
- Maternity, Parental, Family Care
- Community Volunteer Time Off
- 12 Paid Holidays
- Company Paid Disability Insurance
- 401k (with employer match)
- Health Savings Accounts (HSA) with company provided contributions
- Flexible Spending Accounts (FSA)
- Supplemental Insurance
- Mental Health and Well-being: Employee Assistance Program (EAP)
- Tuition Reimbursement
- Wellness program
- Remote-first, flexible environment
- Psychological safety, wellbeing and belonging