First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
Primary responsibility is to work with Preferred Banking Office Bankers in order to audit account documents and enter KYC information into FlightPath for new/existing accounts or by appending/removing signers (superseding). Performs tracking of exception/errors. Performs follow-up with PBO’s on exception/errors associated with account documents or missing/incorrect KYC information. The QA Associate also coordinates and collaborates with the internal QC Control Manager for missing account documentation for account closing and with the Manager for questions relating to auditing.
DUTIES AND RESPONSIBILITIES:
SKILLS, KNOWLEDGE, AND ABILITIES: