First Republic Bank

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Client Experience Associate

Client Experience Associate

Job Locations 
US-CA-Palo Alto

More information about this job


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 Client Experience Associate is responsible for answering & directing incoming calls to the office's main phone number, greeting clients/guests, scheduling and maintaining conference room calendars, and distributing incoming mail and deliveries.


This individual will have strong communication skills, and will assist in maintaining a professional working environment, including the upkeep of the conference rooms throughout each day.  This person must be highly customer service-oriented and able to courteously and helpfully assist customers, vendors, and any individuals contacting the company.


    • Create a memorable customer service experience for current and potential clients, and provide ongoing support to internal colleagues.
    • Responsible for answering and directing incoming calls and greeting clients/guests.
    • Responsible for distributing mail, courier packages, and other shipments.
    • Keeps record of all employee requests and responds promptly, keeping employees informed on status of requests. 
    • Provides leadership to ensure Administrative Services issues/problems are resolved and escalated in a timely, cost-effective manner.
    • Contacts appropriate vendors or internal support teams for maintenance issues, which may include facility-related issues or problems with technical equipment.
    • Establishes and maintains business partner relationships with outsourcing vendors, service providers, suppliers, Information Systems staff, and department heads.
    • Maintains pantry and supply rooms (order items and keep rooms organized).
    • Spot checks conference rooms and lobbies throughout the day to ensure environments are tidy and clean for guests.
    • Coordinates physical access to the office (ID badges/alarm codes) for employees and vendors.
    • Performs opening & closing procedures for the front desk.  Performs security watch during business hours for all parties entering the office.
    • Assists with small projects/tasks for local managers.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.



  • Excellent written and oral communcation skills.
  • High level of attention to detail.
  • Strong organizational and time management skills.
  • Ability to work well under pressure.
  • Team player.
  • Provides extraordinary service.
  • Furthers the First Republic Bank culture and values.


  • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
  • Vision must be sufficient to read data reports, manuals and computer screens.
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel as position requires.
  • May be required to lift 25-50lbs.



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