Client Service Associate Cover Letter

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

In the previous role, I was responsible for support on managing the development of client materials that better clarify concepts, products, and services to our clients who are making the decision to buy BMO AM US products and services easier.

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:

• Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
• Canadian Securities Course and Conduct and Practices Handbook certification preferred
• Technical aptitude towards learning and using ISM, Croesus, Order Management and IWPS
• Be knowledgeable of and comply with the Bank and Industry codes of conduct and with securities laws and regulations
• Netx 360/ REDI
• Knowledge of MS Windows, Access, Excel and Word preferred
• Working knowledge of CRM software preferred
• New Business, Cashiering

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

In the previous role, I was responsible for support and guidance to respective peer group in order to meet Banking Middle Office objectives.

Please consider my qualifications and experience:

• Conduct online and on-site trainings for end-users as needed
• Draft specifications and assist project development cycle
• Interface with project developer and complete testing for task deployment
• Acquire knowledge of the business and our clients, products and services
• Assist various members of the client team (team leaders, account managers, project managers) and perform tasks to ensure quality and compliance with client- and company-specific procedures
• Help prepare for client meetings
• Attend client calls and document notes in client relationship management system
• Help draft and edit written client communications

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

In the previous role, I was responsible for training for host of applications utilized by customer and explain workflow and procedures for all products sold.

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

• Commitment to exceptional client service and confidently lead on-site trainings for our clients
• Sound judgment in completing tasks and in seeking guidance when needed from team members
• Demonstrated expertise in all Microsoft applications
• Experience training users in web-based applications and/or other technical assistance preferred
• Supports and fulfills all compliance responsibilities within Greater Charlotte Group
• Attention to detail and accurate data entry
• Knowledge of investment concepts, practices and procedures used in the securities and insurance industries
• Strong PC skills with a high level of familiarity with MS Office products – specifically MS Excel

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

In the previous role, I was responsible for guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines.

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

• Knowledge of Employee Share Plans and the financial services will be highly regarded
• Experience with retirement plans preferred
• Coordinate the resolution of all operations issues with both internal and external parties
• Gain and develop full understanding of clients and their plans
• Meet department and individual service level and quality goals and support department business objectives
• Cost basis updates
• Draft updates to training manuals and other end-user documentation
• Draft bi-weekly email correspondence to schools

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

In the previous role, I was responsible for support and guidance to respective peer group in order meet Banking Middle Office objectives.

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

• Perform client and account maintenance in internal systems
• Review, resolve and/or forward student inquiries and responses to clients
• Maintain client campaign samples
• Provide phone coverage for front-desk receptionists as needed
• Create, manage and update investor sales and client service presentations
• Support the external sales staff on a daily basis by coordinating requests and by supplying sales materials and data for sales and client meetings
• Prepares new business presentations in coordination with institutional marketing
• Ownership of critical administrative functions including daily, weekly, and monthly client and consultant updates