• Client Service Manager

    ID
    2018-7182
    Job Locations
    US-CA-San Francisco
    Category
    Wealth Management
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    At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 

     

    Incredible teams doing exceptional work, every day

    First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.

     

    Own your work and your career

    As a Client Service Associate, you will lead a Client Service Team of 30 to 35 associates, providing daily oversight on a wide range of sales, service, administrative and relationship management support activities; participate in developing policies and procedures; provide back-up support to the Regional Client Service Manager; and assist the Client Service Team in client-specific projects.

     

    What you’ll do as a Client Service Manager:

    • Hire, train, manage and lead a highly effective Client Service Team of 30 to 35 to ensure exceptional client experience is consistently delivered to both internal and external clients.
    • Develop and implement new career path roles and opportunities within Client Service.
    • Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models.
    • Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm.
    • Assist with the onboarding and integration of new Advisor Teams.
    • Handle day-to-day questions and manage the escalation of sensitive and timely issues.

     

    You could be a great fit if you have:

    •  At least 5 years of experience in the financial industry working with high net worth individuals and families; with a bachelor’s degree or equivalent experience preferred
    • Series 7 and 63/65 or 66 licenses required; Series 9/10 or 24 highly preferred — or must obtain within 90 days of employment
    • Experience with project management and platform implementation preferred
    • Proficiency with Microsoft Office, specifically Excel and PowerPoint; knowledge of Salesforce, Addepar, Pershing’s NetXInvestor and Bloomberg a plus
    • A working knowledge of the securities industry, including a broad understanding of capital markets and how products trade, settled and are invested
    • Excellent organizational, verbal and written communication and client relationship management skills — whether interaction is in person, over the telephone or via email
    • A desire and capacity to thrive in a dynamic, constantly changing global market environment, coupled with the ability to work with a sense of ambiguity in a somewhat autonomous environment
    • Strong interpersonal and change management skills, with the ability to exercise discretion and apply independent judgement

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.

     

    Own your work and your career — apply now

    Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.

     

    We want hardworking team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

     


    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.

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