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.
The Wealth Advisor Associate is responsible for providing administrative support to assigned Wealth Advisor (WA) as well as provide excellent customer service to their clients and prospective clients.
Responsibilities include the following: 1) adhering to and complying with the applicable federal and state laws, regulations and guidelines, including those related to anti-money laundering (i.e. Bank Secrecy Act, U. S. Patriot Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.