• Operations Associate, Client Administration Team

    Job Locations
    US-CA-San Francisco
    Wealth Management

    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.


    The Operations Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to approving new account opening and maintenance, asset movements (disbursements), and internal client service.


    What you will do as a Operations Associate, Client Administration Team:

    • Facilitate the client onboarding process for all new Investment Professionals. This involves:
      • Reviewing new account opening documentation
      • Ensuring that KYC standards are met
      • Tracking exception approvals and one-off requests
    • Approve account maintenance requests such as signer updates, trust conversions, POA additions, beneficiary updates, and other various maintenance requests.
    • 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.
    • Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.


    What skills you will use:


    • 3-5+ years of related experience; BS/BA degree or equivalent experience preferred
    • Series 7 and 9/10 or 24 licenses are required
    • New accounts or client onboarding experience, a plus
    • Exceptional interpersonal skills to interface with clients, prospects, custodians and colleagues
    • Use of considerable tact and discretion when dealing with client or sensitive data
    • Ability to work independently under minimal supervision
    • Excellent organizational, communication (both verbal and written)
    • Exceptional problem solving proficiency
    • Ability and desire to work in a fast paced oriented environment
    • Proven ability to handle pressure, multi-task and prioritize work at all times
    • Excellent attention to detail and high degree of accuracy and consistency
    • Experience with NetX, a plus

    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.


    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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