Client Services Specialist Cover Letter

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

Previously, I was responsible for marketing Plan, product specifications, and product features to Product Management for the completion of Business Plan.

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:

• Work with Broker(s) to create and prepare content for proposals
• Work with Broker(s), marketing and research staff on project coordination and execution of pitches an proposals
• Coordinate and participate in meetings with tenants, landlords, sellers, buyers, vendors and other parties involved with each transaction
• Assist in the proactive management of Clients’ real estate needs and adjunctive services
• Gain and maintain general property specific market knowledge
• Create comprehensive surveys, marketing documents for tenant requirements, tours and offerings
• Deliver and pick up surveys, leases, financial and legal documents, and other pertinent paperwork
• Show properties to prospective tenants

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

In my previous role, I was responsible for a single point of contact to all external Prime Brokerage clients and to the business itself respective to all Asset Servicing needs.

Please consider my experience and qualifications for this position:

• Works well independently part of team
• Experience in a high volume retail car dealership is perferred
• Knowledge of the securities industry, various types of investment vehicles, and trading methods
• Knowledge of general securities rules financial industry regulations and terminology
• Process enrollments, contributions, investment allocations, disbursements, beneficiary designations, address changes and perform quality assurance
• Assist with the receipt of all incoming documentation and entering them into a imaging/workflow management system
• Provide issue resolution support to clients by researching, analyzing, calculating, posting, and accounting for any adjustments that need to be made to participant and plan level accounts
• Assist the Workflow Management Team manager on projects involving quality initiatives and improved efficiencies

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

In my previous role, I was responsible for marketing plan, product specifications, and product features to Product Management team for completion of business plan.

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

• Proactively assist in communication of lease/sale negotiations and agreements
• Track and document all deal related communications, store/file according to company standards
• Assist with move‐in coordination/details
• Track closed deals for proactive renewal contact and touch‐point reminders
• Assist with collecting and documenting accurate property listing details and comparables for data bases, flyers, floor plans, and other documents in a complete and timely manner
• Assist with the coordination of accurate signage for properties
• Compile and maintain accurate property details in Listing Notebooks for reference
• Assist with maintaining monthly Leasing Activity Reports

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

Previously, I was responsible for advanced marketing support to brokerage professionals to implement all marketing efforts as it pertains to business development and promotion of specific listings.

Please consider my experience and qualifications for this position:

• Submits Listing prospect activity to Landlords each month end
• Assist with the collection of commission fees when needed
• Coordinate with Operations Manager in the development of systems/processes within the office
• Help train new Client Service and Agent staff as needed
• May occasionally work overtime
• Microsoft Office Word, Excel, Outlook, Internet Explorer, PowerPoint, Adobe Acrobat
• Actively participate in and support Accountable Communication techniques and processes
• Washington State Notary license or willingness to obtain and maintain notary status

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

Previously, I was responsible for marketing support to local brokerage professionals marketing efforts as it pertains to new business pursuits and promotion of property listings for lease and sale.

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:

• Actively participate in process improvements
• Suggest system enhancements to improve efficiency and quality
• Performs variety of customer service activities for SCA private label credit card merchants and dealers typically of larger size and complexity
• Provides ongoing day-to-day process-oriented services for merchants and dealers, such as answering account reconciliation, settlement, exceptions, unacceptable sales/returns, minus investigation and other accounting-related questions and explaining processes and procedures
• Accesses merchant accounts on system, understands customer issues, reviews and evaluates account information and responds according to established policies and procedures
• Researches more complex issues prior to resolution with merchants
• Distributes program related materials to merchants including marketing and promotional supplies, application forms, Truth In Lending disclosures and other related materials
• Develops and maintains productive business relationships with appropriate merchant and bank contacts other internal departments, including finance, account management, sales, customer service and others, to facilitate information exchange and efficient customer service