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The sample below is for Client Services Wealth Management Candidate Cover Letter. This cover letter was written by ResumeMyCareer’s staff of professional resume writers, and demonstrates how a cover letter for a Client Services Wealth Management Candidate Cover Letter Sample should properly be created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice. Professional resume writing services can significantly increase your changes of securing employment in a quick time manner.

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Client Services │Wealth Management Candidate


Name of Hiring Manager
City, State Zip

Dear (Hiring Manager:

As a highly-educated and experienced business professional, I believe strongly in a customer-centric approach to achieve success for the company and its clients. This philosophy has been key to my success as a detail-oriented and advisor savvy Business Client Services candidate. Considered the “go to” effectively communicated with Program Coordinators, Assistant Directors, and Managers, ensuring accuracy and efficiency of registration process.

My passion is in Client Services and Wealth Management and providing uncompromising client service and support initiatives. My experience as an intern with Massey Quick LLC, allowed me the benefit of absorbing additional cross-functional experience to my total experience that will lend quality service and support to your organization.

The enclosed résumé outlines my more than 6-years experience, highlights of which are included in the following:

 Oversaw timeline and tracking system to ensure submission of documents to wealth mangers including subscription documents, ERISA verification and K-1 forms.
 Supervised and managed the Residence Life Staff by facilitating meetings, conducting written and verbal evaluations and offered daily open-door policy with staff at the University of Washington.
 Planned and implemented Resident Assistant (RA) summer and winter training – addressing leadership, diversity, motivation, consistency, confrontation and all other aspects of the RA position.

I work equally well in team-oriented and self-directed environments and find any challenge put before me stimulating. In addition to my experience and energy, I bring to the position strategic planning, project management and stellar advisory skills that will make a valuable contribution towards your company’s goals.

If you are searching for a highly energetic and articulate Client Services Professional who will generate planning initiatives, assist in market research strategies, with the ability to build internal and external alliances, please contact me to arrange an interview. I am eager to learn more about the challenges facing your company and discuss how I will make a difference.


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