Client Associate Cover Letter

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

In the previous role, I was responsible for assistance in the development of new procedures, products, and technologies aimed at improving service to clients.

Please consider my qualifications and experience:

• Strong sense of ownership/responsibility
• Professional and clear communicator, both written and verbal
• Knowledge of investment and banking products, policies and procedures
• Proficiency in systems (Salesforce, Outlook, Excel and Word)
• Prior work experience in financial services preferred
• Proficient with Microsoft Office Suite (MS Outlook, Word, Excel and PowerPoint)
• Wealth Management/Private Banking experience preferred
• Microsoft Office, Pivotal CRM, Outlook, Sungard Addvantage, Infuse (Worldview), ECMS

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

Previously, I was responsible for administrative support for major donor gifts, Corporations, Foundations, Organizations including trusts, estates, annuities and other charitable life income products.

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

• Intermediate MS Office skills Excellent verbal, written, and interpersonal communication skills
• Passionate about the industry and proactive in their own learning
• Quick thinker and fast learner with strong attention to detail
• Dynamic, agile, resilient and personable
• Contacts existing client base by phone for appointments and confirms and schedules appointments for advisors
• Operating semi-independently managing relationships and delivering services to a portfolio of clients
• In a timely and accurate manner, maintain records, prepare reports and written correspondence (SBC’s/ Benefit Summaries), direct materials, gather competitive intelligence, complete forms and documents
• Manage account termination process by gathering necessary documentation and notifying all concerned parties

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

In my previous role, I was responsible for guidance to project teams, suppliers and other disciplines to ensure compliance with company policies and procedures as well as medical device and/or combination products regulations.

Please consider my experience and qualifications for this position:

• Demonstrates organizational skills and an attention to detail
• Knowledge of investment and banking
• Pro-active and organized with strong attention to detail
• Accuracy, precision, attention to details
• Ablity to work in team
• Good Knowledge of Excel, Pivot&Macro, Power Point
• Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
• High skills in coordination and planning

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

Previously, I was responsible for information to clients regarding banking products and all ML products available to them.

Please consider my qualifications and experience:

• Assists Private Bankers, Investment Strategists, Trust, and Fiduciary Specialists, Fiduciary Advisory Specialists, Wealth Planners/Strategists, and/or Wealth Advisors with account administration, supporting multiple people and balancing multiple priorities
• Assists in the administration of accounts by interacting with clients to help resolve issues
• Uses basic product knowledge to participate in cross-sell activities
• Executes daily transactions and controls records/files within policy guidelines
• Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems, and credit support
• May prepare preliminary client correspondence
• May assist in the preparation of client presentation materials to support sales/marketing efforts
• Main duties would be Reception duties, front desk, mail, supply ordering

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

In my previous role, I was responsible for feedback to improve our products, tools, policies, and procedures; all in an effort to create delightful experiences at every opportunity.

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:

• Coordinate with RM’s and RA’s to ensure that the day-to-day administrative activities of the client base’s needs are met to the Family Office’s standards
• Build trust & credibility with clients
• Be alert to client complaints when speaking with clients
• Support the relationship management team in efforts to grow the business through client prospecting via associated research
• Intermediate/Expert use of Excel
• Comfortable navigating 5-10 computer programs on a dual monitor set up
• Comfortable processing high volumes of data
• Experience working in a professional processing setting