Client Relationship Associate Cover Letter

In response to your job posting for client relationship associate, I am including this letter and my resume for your review.

Previously, I was responsible for and educate clients on proprietary licensed wealth management tools (Goals, Concerns, Priorities, Net Worth, Planning & Advice).

Please consider my experience and qualifications for this position:

• Change / efficiency oriented
• Intermediate skill set across Microsoft products (Word, Excel and Powerpoint)
• Relevant domestic experience within corporate banking (preferable)
• Advanced understanding of Risk policies, including Credit Risk and Operational Risk
• Successful business to business sales / institutional sales or relationship management experience preferred
• Some investment/retirement knowledge would be preferred
• Good communications skills (written, verbal and presentation skills)
• Strong organization and time management capabilities

In response to your job posting for client relationship associate, I am including this letter and my resume for your review.

In the previous role, I was responsible for outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with RubinBrown Client Service Standards.

Please consider my experience and qualifications for this position:

• Industry experience is not essential
• Own relationships with client teams including senior management
• Work closely with the client and Aladdin Product Managers, developers and financial modelers to support client development needs and assist with testing and deployment of new models, analytics and reporting across the full range of financial instruments and investment styles
• Supports account and relationship management activities with existing clients
• Provide platform and product functionality training and support to clients
• Experience with Capital IQ preferred
• Experience in or knowledge of both the Singapore and Hong Kong market preferred
• Experience in SAAS, corporate wellness healthcare management, and/or human resources/benefits administration role is preferred

I would like to submit my application for the client relationship associate opening. Please accept this letter and the attached resume.

Previously, I was responsible for portfolio management and sales as part of a cohesive team-based approach to high net worth individuals offered through Wintrust Wealth Services.

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

• Mindset of continuous improvement and learning
• Onboarding of various different products such as CDS, derivatives, FX , Rates for the regulated asset managers and other priority clients
• Crisis Management and stakeholder engagement
• Strong product knowledge of different product classes and trade life cycles such as FX, eCOM, CDS, Swaps, derivatives and knowledge of legal documentation needed such as ISDA’s, GMRA’s
• Good understanding of the banking, investment and trust internal applications and tools used to update account information, complete transactions, run reports
• Serving as GSAM’s secondary point of contact for focus firm relationships, understand our clients’ business strategy, initiatives and develop relationships with key players
• Work closely with Platform Development to uncover opportunities within focus firm Research and Product Management units
• Manage the execution of client meetings/calls/conferences and follow-up on resulting opportunities including necessary tracking and reporting

I would like to submit my application for the client relationship associate opening. Please accept this letter and the attached resume.

In the previous role, I was responsible for un-parallelled personal assistance and support to our most high net worth Corporate Services (ETCS) executive level clients and E*TRADE ExCo group.

Please consider my qualifications and experience:

• Lead all sales efforts relating to client’s internal desk - all new product launches, training and development as needed
• Commitment to a team-oriented environment and a willingness to openly share ideas and leverage the expertise of others
• Excel and technical skill paramount
• Some experience of the investment management market place, the products on offer and some awareness of current industry trends and issues
• Sound understanding of the sales process and CRM service
• Previous experience of handling client accounts essential, preferably within the Asset Management industry
• IMC qualification is desirable
• Technical and analytical interest defined below is essential

I am excited to be applying for the position of client relationship associate. Please accept this letter and the attached resume as my interest in this position.

In the previous role, I was responsible for quality service on a day-to-day basis to clients, Product Specialists, and other internal colleagues throughout ultra high net worth/high net worth.

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:

• Prior client communication & relationship management experience preferred
• Gravitas and credibility at senior levels
• Influencing and high-impact presentation skills
• IMC or CFA qualified
• Knowledge of Australian domestic / global securities markets would be highly desirable
• Previous industry knowledge and financial sales and service experience
• Proactive, resourceful and client focused approach
• Excellent communication, presentation and consultative selling skills (phone and face-to-face)