First Republic Bank

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Sr Client Service Associate

Sr Client Service Associate

ID 
2017-5518
Job Locations 
US-CA-Palo Alto
Category 
Wealth Management

More information about this job

Overview

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 Senior Associate should approach this position with the goal of mastering the client relationship. While your initial responsibilities will be largely operational, we aim to provide team members with opportunities to expand their investment knowledge and client relationship capabilities. As you become more proficient speaking to clients about investments, your role will transition over time to a more advisory capacity. Our team operates as a meritocracy and incentivizes leadership, initiative, and “out-of-the-box” thinking.

Responsibilities

 

We are looking for a highly motivated professional to join our Palo Alto-based team. The Senior Associate will work closely with the existing team to manage important elements of the client relationship. Duties & responsibilities include, but are not limited to:

  • Support Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation
  • Collaborate with fellow team members to provide exceptional service and devise customized financial strategies for existing and prospective clients
  • Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials
  • Enter trades on behalf of the client, either alone or at the direction of another team member
  • Construct client performance and asset allocation reports along with recommended portfolio changes
  • Participate in client meetings to learn the business and add value as the Senior Associate improves his or her client-facing skills
  • Progress toward taking over all aspects of a client relationship, including an investment advisory role

Qualifications

The ideal candidate must enjoy working with clients, have exceptional organizational skills, have an interest in the financial markets, and be capable of prioritizing multiple projects. Other characteristics of a successful Senior Associate include attention to detail, ability to think critically and anticipate issues, excellent communication skills (both written and verbal), relationship-building skills (both internal and external), and an ability to work in a demanding, unstructured environment.

At least one year of work experience is required, with a strong preference for work in a relevant field. A Bachelor’s degree is required.

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