• Associate Client Service Manager

    ID
    2019-7470
    Job Locations
    US-CA-San Francisco
    Category
    Wealth Management
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    At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking and private wealth management. Founded in 1985, 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 at First Republic

    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 our clients customized wealth management solutions that incorporate 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

    As an Associate Client Service Manager, you’ll help ensure that the Bank provides outstanding service to high net worth individuals and families. You’ll work in a dynamic, constantly changing global market environment and have the opportunity to draw on your understanding of industry regulations and compliance issues and to exercise discretion and apply independent judgment with respect to matters of significance on a daily basis. 

     

    What you’ll do as an Associate Client Service Manager:

    • Assist the Client Service Manager with administrative responsibilities (FL  reassignment, time card approval, access management approval, etc.).
    • Work with the Client Service Manager to respond to day-to-day questions and manage the escalation of sensitive and timely issues (client complaints, fraud, “know your client” red flags, etc.).
    • Manage remediation projects and track various workflows to ensure that the Bank is in compliance with internal and regulatory policy (investment policy statements, know your client, Bank Secrecy Act / anti-money laundering, etc.).
    • Partner with the Client Service Manager in organizing and leading dynamic meetings with the Client Service team to communicate regular policy and procedure updates as well as facilitate discussion.
    • Collaborate with the Client Service Manager to produce and deliver both mid-year and year-end evaluations for members of the Client Service team by gathering, synthesizing and recording feedback from a variety of internal partners.
    • Assist in building, training, managing and leading the Client Service team to ensure that it consistently delivers an exceptional client experience to both internal and external clients.
    • Participate in the development and drive implementation of career development opportunities and plans for Client Service to improve team members’ job satisfaction and quality of work.
    • Partner with the Client Service Manager to identify, escalate and provide solutions to mitigate and manage organizational risk, improve operating efficiencies, and harmonize workflows and expectations across the Bank.
    • Work with the Client Service Manager to develop and drive implementation of department policies and procedures to help improve service and overall efficiency.
    • Coordinate with the Client Service Manager and Regional Client Service Manager as needed to help evolve the client service model to support the growth and evolution of the business.
    • Assist with the onboarding of new Advisor teams.
    • Collaborate and communicate with various teams and Bank departments to maximize synergies in order to promote a consistent and positive client experience.
    • Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete required training; identify and report suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering into a relationship with the Bank.

     

     

     

    You could be a great fit if you have:

    • A bachelor’s degree in business, finance or an equivalent field
    • At least three years of related experience
    • A high level of proficiency using personal computers in a Windows-based environment (including Microsoft Office)
    • A Series 7 and 66 license and a Series 9/10 or 24 license (either completed or expected in six months)
    • A working knowledge of the securities industry and a broad understanding of capital markets and their practices, including how products are traded, settled and invested
    • A strong understanding of the Bank’s structure and the ability to identify opportunities to use Bank resources to meet clients’ needs
    • The ability to review and analyze data reports and manuals
    • Exceptional interpersonal skills, including the ability to communicate effectively with clients, prospects, custodians and colleagues
    • Excellent client relationship management skills (whether the interaction is in person, over the telephone or via email)
    • Considerable tact and discretion in dealing with client or sensitive data
    • Excellent organizational skills and the ability to work independently under minimal supervision
    • Exceptional problem-solving skills
    • The ability and desire to work in a fast-paced, unstructured environment
    • A proven ability to handle pressure, multitask, and prioritize competing projects and deadlines
    • Excellent attention to detail and a high degree of accuracy and consistency

    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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