The Operations Associate Team (OAT) was developed to be the liaison between the Client Service Associate and the various entities involved in opening accounts. OAT members are responsible for the successful and timely onboarding of new clients from start to finish. The team is a crucial part of our success and OAT members have a tremendous amount of responsibility to work quickly, efficiently and accurately. In addition to onboarding accounts, the associate is responsible for working with the Client Service Associates to maintain client accounts across a variety of departments. Operation Associates work closely with various custodians including Pershing, Fidelity and Schwab. They also work closely with compliance, technology, and our alternative investments department. OAT members gain crucial knowledge in how the Wealth Management business works form the inside out.
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.