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
The Customer Service team provides operational support to First Republic clients, both external and internal. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. As ambassadors of First Republic’s high standard of extraordinary service, we are key drivers of the long-term relationships we build with our colleagues and clients.
Common goals, uncommon potential
The Compliance Processing Specialist is responsible for the daily processing of key functions within Compliance Processing, including, but not limited to the following: Regulation D, Non-Resident Alien (NRA), Year-End processing of form corrections, Individual Retirement Account (IRA), Interest on Lawyers Trust Accounts (IOLTA), Unclaimed Property, and Legal Processing (Levy). The individual must be detailed oriented, able to multi-task, and to prioritize work load. The Specialist must adhere to Federal regulations/guidelines and departmental procedures.
The specialist will work under general supervision, demonstrate good judgment capabilities, provide a high level of client service, and build effective relationships with representatives from various lines of businesses. In this role, the Specialist must be able to make sound decisions and communicate effectively with team members, other departments, clients, bankers, and outside vendors. This is an individual contributor role with regular client contact, responsible for identifying and resolving issues of high complexity and of a sensitive nature. This position requires strong analytical skills, great attention to detail, and strong communication skills.
What you’ll do as a Contingent: Compliance Processing Specialist:
You could be a great fit if you have:
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.