Client Service Rep Cover Letter

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

Previously, I was responsible for full ownership of account servicing to become a subject matter expert on analytics products and services.

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

• Serve as a liaison between Fulfillment and Sales whenever a complex order is submitted to ensure the requested steps are fulfilled by requested date, and with highest level of quality and thoroughness
• Maintain customer and account manager up to date on order progress, delivery status and ensures any delays are documented
• Assist on ongoing training for the sales reps and customer services team in terms of order requirements, best practices, and procedures once new hires have completed initial training
• Willingness to engage in direct sales
• Demonstrates superior client service
• Flexibility to work alternative hours and overtime
• Experience working in a professional setting is preferred
• Knowledge of banking products and services is preferred

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

In the previous role, I was responsible for administrative support to the Manager, Retail Banking and all Account Managers to provide quality, efficient service to enhance our client relationships.

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 within a team to determine scope of impact based on requested parameters
• Analyze data to identify patterns and trends to improve speed and accuracy of review/processing functions
• Maintain spreadsheets and/or databases by entering data, reconciling and generating reports if needed
• Perform multiple tasks concurrently with various operational processes and data input platforms
• Create, review, and update procedures as needed to reflect ongoing processes
• Support various projects as needed including testing, reporting, and data analysis
• Correspond with Sponsors to gather missing information as needed
• Correspond with Advisors, Offices, and Institutions to gather missing information as needed

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

In the previous role, I was responsible for exceptional on-going client support by handling inquiries such as; account servicing, technical support, cost basis information, trade entry and navigating our products and services.

Please consider my experience and qualifications for this position:

• Capacity to make business decisions confidently and autonomously
• Experience in a role requiring direct communication with Financial Advisors or support of/exposure to wealth management is preferred
• Proven experience with high volumes of transaction processing/data entry is preferred
• Resolve issues surrounding ACH files/clients which exceed the established ACH risk exposure limits working closely with Account Officers and Treasury Sales Consultants
• Provide support to relationship officers and Treasury Management personnel with ACH risk inquiries
• Knowledge of PEP+ application, NACHA rules, Reg E
• Organization, Typing, Data Entry Skills, Attention to Detail, Confidentiality, Thoroughness, Decision Making, Independence, Analyzing Information , Results Driven, Energy Level
• Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information , Multi-tasking

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

In the previous role, I was responsible for single point of contact for the client account leadership and the client for the operations contract, generating new opportunities through various client contacts.

Please consider my experience and qualifications for this position:

• Proficient in SAP purchasing transactions
• Strong analytical skills and solution focused
• Works independently, is self-motivated and accountable
• Be able to work under pressure towards tight deadlines
• Take independent action and willing to learn
• Team Player to help with the overall workload
• Process and enter data (both numeric and alpha) with high level of speed and accuracy
• Detail oriented review of transactional information to determine if a specific set of requirements are met

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

Previously, I was responsible for leadership and guidance to a team of 8 Northern Trust partners consisting of investment managers, trust advisors, a financial consultant, and account managers.

Please consider my qualifications and experience:

• Complete additional assigned tasks as needed at management discretion
• Basic industry knowledge and understanding of commissions processing, direct business, mutual fund and Annuity business is preferred
• Customer Service background with phone experience preferred
• Maintain a strong knowledge of various business applications critical to client and account servicing, including on-line tools, in order to maintain highest standards of servicing
• Serve as a Universal Banker for back up support to Sarasota Lobby
• Solid analytical, problem solving, and organizational skills in order to identify, research and/or resolve requests, to manage conflicting priorities and workflow
• Where appropriate, strives to identify service efficiency and delivery enhancements, process improvements
• Handling escalated issues