First Republic Private Wealth Management delivers customized wealth management advice and solutions to a wide range of clients, including individuals, families, foundations, and organizations. Our mission is to listen and understand the needs of our clients, provide diverse "best of breed" alternatives, and deliver an unparalleled level of service. The Client Administration Operations team provides middle-office support to help investment professionals and clients meet their financial goals.
The Operations Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to new account opening and maintenance, asset movements (disbursements), account transfers (ACAT and non-ACAT), and internal client service.
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.
Facilitate the client onboarding process for all new Investment Professionals. This involves:
Account maintenance such as compiling reports, processing account changes, online access, statement linking, document scanning, transfers and disbursements.
Answering client service help lines, answering routine questions and escalating issues to management, when appropriate.
Ensuring compliance with both internal and regulatory policy and procedures.
Performs other duties and responsibilities as required or assigned by supervisor which may include special projects.
Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.
DISCLAIMER- Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
KEY SKILLS, KNOWLEDGE AND ABILITIES:
EDUCATIONAL AND EXPERIENCE REQUIREMENTS: