• Senior Client Service Associate

    ID
    2019-7408
    Job Locations
    US-CA-Palo Alto
    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.

     

    Common goals, uncommon potential

    The Senior Associate should approach this position with the goal of mastering the client relationship. While your initial responsibilities will be largely operational, we aim to provide team members with opportunities to expand their investment knowledge and client relationship capabilities. As you become more proficient speaking to clients about investments, your role will transition over time to a more advisory capacity. Our team operates as a meritocracy and incentivizes leadership, initiative, and “out-of-the-box” thinking.

     

    What you’ll do as a Senior Client Service Associate:

    • Support Wealth Managers by providing service and support functions such as portfolio analysis, account creation and maintenance, money movement, and client/prospect meeting preparation
    • Collaborate with fellow team members to provide exceptional service and devise customized financial strategies for existing and prospective clients
    • Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials
    • Enter trades on behalf of the client, either alone or at the direction of another team member
    • Construct client performance and asset allocation reports along with recommended portfolio changes
    • Participate in client meetings to learn the business and add value as the Senior Associate improves his or her client-facing skills
    • Progress toward taking over all aspects of a client relationship, including an investment advisory role

     

     

    You could be a great fit if you have:

    • Exceptional organizational skills,
    • Comfortability working with clients
    • Interest in the financial markets, and capable of prioritizing multiple projects.
    • Superb attention to detail with the ability to think critically and anticipate issues
    • Excellent communication skills (both written and verbal)
    • Relationship-building skills (both internal and external), and an ability to work in a demanding, unstructured environment.
    • At least one year of work experience is required, with a strong preference for work in a relevant field.
    • A Bachelor’s degree is required.

    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.
    • Must be able to travel as position requires.

    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 hard working 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.

     

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