• Client Service Operations Associate

    ID
    2018-7158
    Job Locations
    US-CA-Palo Alto
    Category
    Wealth Management
  • Overview

    The Client Service Operations Associate on the Service Excellence and Loyalty (SEAL) team is the liaison between the Client Service Associate and the various departments involved in account opening and maintenance.  Outside of First Republic, SEAL members work closely with various custodians and funds for account opening, maintenance & subscriptions to alternative investments. Within First Republic, SEAL works closely with compliance, technology, and the alternative investments department to facilitate transaction and reconciliation between various alternative funds and custodians.  Members gain foundational knowledge in how the Wealth Management business works from the inside out. 

     

    First Republic is an ultra-high-touch bank that provides “white glove” client service. We believe that one-on-one interactions build lasting relationships. We work with a sense of urgency 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. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you.

    Responsibilities

    • Generate New Account Paperwork
    • Process signed paperwork
    • Pre-fill Private Placement Document (Alternative investments)
    • Process signed Private Placement Document (Alternative investments)
    • Customer-Relationship Management (CRM) data entry
    • Maintain/reconcile differences between custodian & CRM
    • Maintain files for compliance – including Know Your Customer (KYC) creation and maintenance
    • Work with custodians to ensure timely account opening
    • Provide continuous status updates and communication with associates
    • Process Assets Held Away for performance reporting data or trading groups

    Qualifications

    • Detail orientated
    • Organized
    • Works well under time pressure
    • Good communication skills
    • Enjoys working in a team environment
    • Takes ownership in work
    • Good judgment

    Additional details:

    • The role will be split between the primary location of Palo Alto and secondary location of San Francisco.

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