Associate, RBC Dominion Securities Cover Letter

I submit this application to express my sincere interest in the associate, RBC dominion securities position.

In the previous role, I was responsible for a high level of client service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with established Service Level Standards.

My experience is an excellent fit for the list of requirements in this job:

• Manage follow-up schedule for new business and track results
• Coordinate leads with the team with the goal of creating successful outcomes
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Monitor all pending transfers to ensure completion on a timely basis
• Identify opportunities and build contacts for potential new business
• Contacting potential clients and establishing rapport and arrange meetings

I am excited to be applying for the position of associate, RBC dominion securities. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for basic client counsel on tactical matters with supervision and develop client-facing activity reports and weekly status update documents.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Research organizations and individuals to find new opportunities and write new business proposals
• Increasing value of current clients while attracting new ones
• Attending conferences, meetings and industry events
• Support the Investment Advisor in general administrative duties in the management of client accounts
• Support the Investment Advisor in the preparation of client reviews and presentations
• Provide proactive client service on the phone and in person, respond to client inquiries
• Identify opportunities for new business among existing client base for asset consolidation or referrals
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team

Please consider me for the associate, RBC dominion securities opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for support for Portfolio Officer(s)/Manager(s) in the team by setting up loan files, completing file content checklist, reviewing loan packages and opening applicable bank accounts.

Please consider my experience and qualifications for this position:

• Review portfolios regularly and rebalance them with guidance from the advisory team
• Make recommendations for changes, switches
• Conduct ongoing research on markets and investments, providing regular updates to the advisory team
• Process daily trading transactions directed by the Investment Advisor
• Coordinate with IA, team and clients where additional resources are necessary to complete financial projections for current and new clients
• Manage and coordinate online marketing activities via Linkedin and the website hard copy marketing material
• Execute client trades given by the advisor or directly from the client over the phone