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Alaska Sample Letter for Announcement - To Clients that You've Changed Jobs

State:
Multi-State
Control #:
US-0053LR
Format:
Word; 
Rich Text
Instant download

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. Subject: Important Announcement: Change in Employment — Your Dedicated Financial Advisor Dear Valued Client, I hope this message finds you in good health and high spirits. I wanted to take a moment to personally inform you of an important change in my career that may affect our professional relationship. Starting from [Date], I am excited to announce that I have accepted a new position as a senior financial advisor at [New Company Name] based in beautiful Alaska. First and foremost, I want to express my gratitude for the trust and loyalty you have placed in me as your primary financial advisor during my tenure at [Previous Company Name]. The opportunity to work with clients like you has been truly rewarding, and it is with mixed emotions and a heavy heart that I say goodbye to the exceptional individuals I have had the privilege of serving. Rest assured, this change does not mean our collaboration must come to an end. While my physical location may have changed, my commitment to your financial success remains unwavering. I will continue to offer comprehensive wealth management services, tailored specifically to your unique needs and goals. Please note the following: 1. Contact Information: My contact details, including phone number and email address, remain unchanged. You can reach me at [New Contact Details], and I will be available during regular business hours to address any questions or concerns you may have. Feel free to connect with me whenever you require assistance or want to catch up. 2. Transition of Services: With utmost care and discretion, I have been working closely with [Previous Company Name] to ensure a seamless transition of responsibility for your financial affairs. My colleagues at [Previous Company Name] are well versed in your financial matters and have been diligently briefed, ensuring continuity and uninterrupted high-quality service throughout this transition period. 3. Enhanced Expertise and Resources: My decision to join [New Company Name] was driven by the desire to expand my expertise and better meet your evolving needs. The new firm's extensive resources, advanced technology, and talented team of specialists will enable me to offer an even higher level of personalized financial advice and support. I am excited about the opportunities this change brings and will strive to exceed your expectations in every interaction we have moving forward. I genuinely appreciate your understanding, patience, and continued trust during this transition period. Should you have any questions, concerns, or wish to discuss this further, please feel free to reach out to me directly or get in touch with one of my trusted colleagues at [Previous Company Name]. Thank you once again for allowing me to be your trusted financial advisor. My commitment to your financial success remains unchanged, regardless of this new chapter in my professional journey. Warm regards, [Your Full Name] Senior Financial Advisor.

Subject: Important Announcement: Change in Employment — Your Dedicated Financial Advisor Dear Valued Client, I hope this message finds you in good health and high spirits. I wanted to take a moment to personally inform you of an important change in my career that may affect our professional relationship. Starting from [Date], I am excited to announce that I have accepted a new position as a senior financial advisor at [New Company Name] based in beautiful Alaska. First and foremost, I want to express my gratitude for the trust and loyalty you have placed in me as your primary financial advisor during my tenure at [Previous Company Name]. The opportunity to work with clients like you has been truly rewarding, and it is with mixed emotions and a heavy heart that I say goodbye to the exceptional individuals I have had the privilege of serving. Rest assured, this change does not mean our collaboration must come to an end. While my physical location may have changed, my commitment to your financial success remains unwavering. I will continue to offer comprehensive wealth management services, tailored specifically to your unique needs and goals. Please note the following: 1. Contact Information: My contact details, including phone number and email address, remain unchanged. You can reach me at [New Contact Details], and I will be available during regular business hours to address any questions or concerns you may have. Feel free to connect with me whenever you require assistance or want to catch up. 2. Transition of Services: With utmost care and discretion, I have been working closely with [Previous Company Name] to ensure a seamless transition of responsibility for your financial affairs. My colleagues at [Previous Company Name] are well versed in your financial matters and have been diligently briefed, ensuring continuity and uninterrupted high-quality service throughout this transition period. 3. Enhanced Expertise and Resources: My decision to join [New Company Name] was driven by the desire to expand my expertise and better meet your evolving needs. The new firm's extensive resources, advanced technology, and talented team of specialists will enable me to offer an even higher level of personalized financial advice and support. I am excited about the opportunities this change brings and will strive to exceed your expectations in every interaction we have moving forward. I genuinely appreciate your understanding, patience, and continued trust during this transition period. Should you have any questions, concerns, or wish to discuss this further, please feel free to reach out to me directly or get in touch with one of my trusted colleagues at [Previous Company Name]. Thank you once again for allowing me to be your trusted financial advisor. My commitment to your financial success remains unchanged, regardless of this new chapter in my professional journey. Warm regards, [Your Full Name] Senior Financial Advisor.

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Alaska Sample Letter for Announcement - To Clients that You've Changed Jobs