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 Investment Management (FRIM) is an SEC-Registered Investment Adviser (RIA) owned by First Republic Bank.
This Senior Reporting Associate will focus on the development of Asset Under Management (AUM) and Senior Management Finance reports, in support of the wealth management team’s portfolio billing and reporting function. This position reports to the SVP, Billing Operations and will also be responsible for helping to enhance and streamline existing reports and operations processes.
Experience & Education: