Operations Associate, Client Administration Team
San Francisco, CA
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.
What you will do as a Operations Associate, Client Administration Team:
Facilitate the client onboarding process for all new Investment Professionals. This involves:
Tracking exception approvals and one-off requests.
Setting up internal systems with all regulatory required client data.
Transfer statement review.
Account opening (Netx360)
Processing/Tracking ACAT/Non-ACAT requests.
Completing/submitting all audit related paperwork for final approval.
Account maintenance such as compiling reports, processing account changes, online access, statement linking, document scanning, transfers and disbursements.
Answering client service help lines, answering routine questions and escalating issues to management, when appropriate.
Ensuring compliance with both internal and regulatory policy and procedures.
Performs other duties and responsibilities as required or assigned by supervisor which may include special projects.
What skills you will use:
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.