Client Service Associate

ID
2022-15446
Job Locations
US-CA-San Francisco

 

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 

 

Incredible teams doing exceptional work, every day

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals within First Republic Investment Management (FRIM), First Republic Securities Company (FRSC),  First Republic Trust Company (FRTC), and Foreign Exchange. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.

 

Common goals, uncommon potential

The primary function of the Client Service Associate is to provide a wide range of operations, administrative, and service support to an investment team and their high-net-worth clients. As a liaison between Wealth Managers, clients, and internal middle office and operations teams, the ideal candidate has strong communication, organization, attention-to-detail, and relationship management skills.

 

What you’ll do as a Client Service Associate:

  • Facilitate the client onboarding process for all new investment clients. This involves compiling and completing new account opening documentation, tracking exception approvals and one-off requests, and ensuring compliance with internal and regulatory policies
  • Manage the money and investment asset transfers process including preparing transaction documents, reviewing signed documents to ensure compliance and accuracy, maintaining document copies, processing investment account and bank transactions, and communicating with internal teams and other custodians regarding transaction processing follow-up
  • Provide sales and marketing support; assist with coordinating client events (virtual and in-person), client and prospect mailings, and manage regular updates to team marketing materials and biographies
  • Process account maintenance requests such as signer updates, trust conversions, power of attorney additions, beneficiary updates, account closing, and other various maintenance
  • Provide general administrative support such as managing meeting logistics, answering incoming telephone calls, submitting business expense requests, booking travel, scheduling meetings, and ensuring a regular meeting cadence with each client
  • Collaborate and liaise with various teams and departments, such as operations, trust, trading, and billing to maximize synergies to allow for a consistent and positive client experience
  • Research and respond to ad hoc inquiries and/or problems for our high-net-worth clients; escalate issues as appropriate
  • Create and maintain client documents, reports, and contact records in CRM and internal file folders, and contact clients to provide or obtain updated information as needed
  • Attend regular company-wide trainings to keep up to date on latest firm policies and procedures and communicate relevant updates to the team
  • Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor
  • Participate in the development of team or department policies and/or procedures and assist with client specific projects as assigned
  • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

 

You could be a great fit if you have:

  • At least 2-3 years of related experience in operations, administration, customer service, or investment management, with a bachelor’s degree preferred
  • Exceptional problem-solving proficiency, sound judgement, and ability to thrive in an environment where no two tasks are the same and thinking out-of-the-box is required
  • Strong desire to learn new things, master new processes, and be a team player who is willing to help and learn from others 
  • Self-starter, with autonomous decision-making ability, the desire to take initiative, and ability to work independently under minimal supervision
  • Exceptional organization skills
  • Excellent attention-to-detail and high degree of accuracy and consistency
  • Exceptional organizational and interpersonal skills (both verbal and written) to interface with clients, prospects, custodians, and colleagues. Strong communication skills and the ability to express ideas clearly
  • Excellent customer service skills and a positive attitude
  • Proven ability to prioritize multiple tasks in a deadline-driven environment, strong sense of urgency and responsiveness, and ability to adapt to changing priorities
  • Strong teamwork and partnering skills with ability to effectively manage the expectations of multiple internal/external constituents
  • Ability to maintain a high degree of confidentiality when dealing with client or sensitive data
  • Must be computer proficient in a Windows-based environment (including Microsoft Office Suite) with intermediate to advanced skill level in Excel, PowerPoint, and Outlook and able to quickly learn and navigate new technology systems. Experience with Addepar and Salesforce a plus

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

 

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.

 

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

 

We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.

 

If you are curious to learn more about this opportunity, we'd love to hear from you.

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

 

For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.

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