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.
First Republic Private Wealth Management delivers customized wealth management advice and solutions to a wide range of clients, including individuals, families, and non-profit organizations. Our mission is to listen and understand the needs of our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service.
The Online Brokerage team provides client service and administrative support to our brokerage clients who have an online account and handle their investments in a self-directed manner.
The Non-Profit Brokerage Specialist will primarily assist with the daily administrative & onboarding duties of the brokerage needs of Non-Profit banking clients of First Republic. The responsibilities include brokerage client relationship, handling stock donation processing, and account maintenance responsibilities. The candidate will liaise with internal departments such as the FRSC Brokerage Trading desk, PWM Operations, FRB employees, FRB Relationship Managers as well as external clients. The candidate will also provide backup assistance to the Online Brokerage team members when needed, as well as assist in any Business Continuity Plans related to the FRSC Brokerage Desk.
Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.