Client Service Management Cover Letter

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

Previously, I was responsible for prompt and effective service recovery on services including banking, investment and insurance and complaints forwarded from regulatory bodies and senior management.

Please consider my experience and qualifications for this position:

• Completion of the Canadian Securities Course and Conduct and Practices Handbook - or to be willing to complete it within 9 months after to start date
• Provide and maintain local contact to clients with regards to all operational matters
• Handle queries/complaints/errors by applying highest quality standards proactively
• Constantly review and improve service performance and identify opportunities to enhance client experience
• Build strong working relationship with colleagues in Luxembourg (operational office)
• Maintain awareness of approved procedures and control requirements and act accordingly
• Prior banking experience is preferred
• Experience working with Benefit, Absence Management, or other Health & Welfare solutions

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

In my previous role, I was responsible for finance coverage and support to Investment Management Information Technology group and departments Senior Business Managers, Technology COOs & CIOs as well as Business COOs.

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:

• Knowledge of all relevant systems and software packages such as e-mail, Microsoft Word, Excel and other information sources
• MBA and/or CFA completed or in process
• Experience of creating and documenting standards
• ServiceNow Administrator, Implementation Specialist, or Developer certifications would be highly desirable
• Experience utilizing portfolio management systems working with custodians
• Execute money movement (wire & ACH funds transfer, bill payment, check requests)
• Create, process and implement new account documents for clients
• Execute client account servicing activities within appropriate time frames and with high level of accuracy

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

In the previous role, I was responsible for guidance in all phases of client service, client relationship building, and account maintenance to assist the business activities of HSBC’s investment management capabilities.

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:

• CBP, PMP, Six Sigma certifications
• University graduate with major in either Banking, Finance or Accounting is preferred
• Strong verbal and written communication skills with professional presentation
• Physical requirements include sitting, standing, walking and lifting up to 10 pounds
• Serves as lead RFP Writer, with responsibility for coordinating, drafting and delivering firm wide RFPs for new business development
• Serves as the point person for consultant database completion, sub-advisory questionnaires, and other ad hoc requests from clients, consultants and industry partners
• Participate in overseeing and reviewing of qualitative and quantitative information in consultant databases
• Serve as the primary point of contact with clients and consultants for routine communication and operational issues

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

In my previous role, I was responsible for information on complex customer service issues requiring knowledge of life and health insurance, retirement, annuity and investment products and transactions focusing on customer satisfaction, quality, and efficiency.

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

• Contribute to the production of proposal and marketing and sales related presentations
• Work closely with portfolio managers and research analysts to create portfolio performance and attribution reports, and compose market commentary and performance summaries
• Flexible team player able to work on multiple projects
• Exceptional organization, research and time management skills
• Strong acuity to managing metrics, reporting and other tools to evidence managerial oversight and project /task deliverables to be met
• Experience in relevant Private Bank Market (China, South Asia, HK, Expat, Taiwan)
• Advantage if in addition to English and Cantonese, has fluency in written and spoken Mandarin including knowledge of both simplified and traditional Chinese characters to be capable to deal with clients independently and able to understand client inquiries and problems
• Advantage if have Licenses (Securities and Asset Management Types 1, 4 and 9)

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

In my previous role, I was responsible for advice and recommendations to Group AML, including the Head of High Risk Client Management, Platform AML Officers and the Business (First Line of Defense) on client risk.

Please consider my experience and qualifications for this position:

• An individual that takes ownership of their responsibilities, but who can also be a team player and proactively assist the team in meeting common goals
• Knowledge of Composer preferred and a working knowledge of MS Office applications
• A highly motivated individual who demonstrates a genuine interest in financial services and client service
• Would benefit from having experience dealing with segregated / sub advised accounts and service level agreements within a retail or institutional environment will be an advantage
• Agent greeting
• Prince2 or demonstrable experience in Project Management (specifically in the areas of CSI)
• Experience in Private Bank
• Advantage if in addition to English and Mandarin, has fluency in written and spoken Mandarin including knowledge of both simplified and traditional Chinese characters to be capable to deal with clients