Client Service Cover Letter

I submit this application to express my sincere interest in the client service position.

Previously, I was responsible for the safe, effective and efficient implementation of direct care in accordance with established policies, procedures and standards of care.

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

• An understanding of the major financial markets and securities
• Compliance mindset with a solid understanding of risks associated with the broad array of services offered
• SME knowledge of Global Custody Trades and Asset Servicing would be an added advantage
• Custody and Fund Services product knowledge preferred
• Having a controls mind set and experience in process improvement
• Industry experience preferred, but not necessary
• Basic understanding of marketing management and client service best practices
• Open minded and an exceptional client service orientation

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

In the previous role, I was responsible for efficient and effective HR services to the university community, in addition to interpreting policies, procedures, laws, and regulations for departments university-wide.

Please consider my experience and qualifications for this position:

• Basic knowledge of financial services, experience in financial planning and investment management
• Proficient understanding of financial planning and its components
• Proficient in PC based special applications –excel, power point
• Highly organized to meet concurrent project deadlines
• Strong client service and interpersonal skills for handling sensitive and confidential situations
• High School diploma or GED, with college credits or applicable experience
• Can see where processes are needed and either create or improve upon them
• Has EXCELLENT organizational, task and time management, and prioritization skills and can handle multiple jobs duties and tasks

I submit this application to express my sincere interest in the client service position.

In my previous role, I was responsible for oversight of the activities of those responsible for ensuring that all work is performed in adherence to accepted industry standards and company policies.

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:

• A strong focus on getting the details right
• Technological proficiency Microsoft, have intuitive mindset for learning new online systems
• Sound technical knowledge of structured finance products including CDO/CLO (Collateralised Debt/Loan Obligations) and Credit Funds
• Experience working in client service environment
• Complete security Trades and client Money Movement
• Extremely high sense of integrity and compliance
• Commitment to serve clients and provide “Wow” experiences
• Uses systematic methods to accomplish more in less time without compromising quality

Please consider me for the client service opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for information to the customer regarding the current status or resolution of the reported trouble in accordance with procedures.

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

• Consistently document, follow, develop and improve systems, processes, procedures
• Bring tasks and projects to closure, facilitate and coordinate with multiple parties
• Comfortable visualizing and imagining end-results, dealing with intangibles and virtual relationships
• Achieves maximum time effectiveness, consistently meets all deadlines
• Gets along with everyone without melodrama or factions
• Uses common sense thinking and maximizes time
• Excels in self-direction and self-pacing
• Have a “nothing-beneath-me” and “can-do” attitude

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

In my previous role, I was responsible for advice and information about university policies, procedures and regulations; handle cash transactions and reconciliations; answer inquiries; and run reports.

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:

• Fits into the office culture
• Experience in Marketing, Social Media and Event Planning a positive
• Client service support environment recommended but not mandatory
• Good organization and time management skills for effective multi-tasking
• Management of multiple priorities and able to work independently with minimal supervision
• Great communication style able to adapt to the audience both internally and externally
• Process-oriented and team player
• Technology proficiency in Microsoft Office applications