• Client Service Associate

    Job Locations
    US-CA-Palo Alto
    Wealth Management

    At First Republic, we care about our peoples. 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

    As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.


    You should expect to hold the Associate position for 18-24 months, during which time you will be evaluated on the impact of your contributions, taking on more responsibilities as you acquire the necessary skills to eventually advance to a more senior role. Our team operates as a meritocracy and incentivizes leadership, initiative, and “out-of-the-box” thinking


    What you’ll do as a 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 
    • Construct client performance and asset allocation reports along with recommended portfolio changes, communicate with clients on both a scheduled or an ad-hoc basis regularly regarding performance of their portfolios
    • 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
    • Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
    • Perform research on the greater equity and fixed income markets on a weekly basis and report observations back to the team and Portfolio Manager to help drive portfolio construction
    • Spend time with our alternative investments research team, learning about more complex investments in order to effectively communicate the nature of these investments to our clients to drive participation
    • Engage actively in prospecting efforts, analyzing outside portfolios for potential new clients and constructing effective presentations and materials to help the team win new business



    You could be a great fit if you have:

    • Bachelor’s degree in business, finance or related field, or equivalent experience
    • Exceptional organizational and interpersonal skills to interface with clients, prospects, custodians and colleagues
    • Considerable tact and discretion when dealing with clients and sensitive data
    • The ability to work independently under minimal supervision
    • The ability to multi-task and prioritize work in a fast-paced, sales-oriented environment; proven ability to handle pressure
    • Excellent attention to detail and high degree of accuracy and consistency
    • Natural curiosity about financial markets and investing
    • The desire to work with a high performing team consistently ranked near the top of the industry

    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.
    • May be required to lift 25-50lbs.


    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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