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.
The primary function of the Insurance Associate role is to provide a wide range of relationship management and administrative support to the Estate and Business Planning Specialists in our New York Office.
This position requires strong relationship management skills in order to build successful partnerships between all parties. The ideal candidate must be able to work successfully with colleagues to provide support to senior wealth management professionals in insurance offerings.
Dedication to excellence, desire to do the right thing, strong work ethics, and a positive attitude are key to success.
Key responsibilities for this position include the following: