First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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Common goals, uncommon potential As a PWM Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a PWM Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13614
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a PWM Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a PWM Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2021-13613
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Team Lead, you will use your expertise in Bank products and procedures to lead a team and also self-source business to further develop and maintain the Relationship Manager client relationships. You will work effectively across the organization and provide input and help implement new Bank-wide initiatives.   What you’ll do as a PWM Team Lead: - Hire and supervise a team of Preferred Bankers. - Assist Relationship Managers with business development and set a standard for excellent customer service and satisfaction. - Establish and support new client on-boarding, including account openings. - Work with all areas of the Bank to provide input for the design and implementation of new products, services and policies and procedures. - Work with other team members, including RMs, loan processors and client liaisons, to provide a more efficient sales and workflow environment. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank.
Job ID
2021-13612
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
First Republic seeks a San Francisco based Senior Associate to join our Foreign Exchange Sales Team.  The candidate should have a minimum of two years of client facing experience; this job requires excellent communication skills by telephone and email.  The candidate will work directly with the sales teams and assist with pricing trades (verbal, email and electronic trading) and advising clients of market developments.  Excellent follow through and strong customer service skill set is a must. Ability to identify new business opportunities a plus and promotes FX products and services to all appropriate client sectors.   Ensures that own work is in compliance with applicable laws, regulations and guidelines as detailed in Company policies; policies include but are not limited to Fair Lending, KYC, BSA and other applicable anti-money laundering policies.   What you'll be doing as Senior Associate, Foreign Exchange Sales: - Supports a growing advisory/trading staff; work proactively to maintain and grow foreign exchange sales volumes and profitability.  - Works with the advisory team members to create and deliver sales presentations for clients, internal audiences and organizations to explain products, services and risk management solutions. - Distribute technical analyses, research and market commentaries to clients and prospects as needed. - Maintains comprehensive understanding of Foreign Exchange, international banking and other company products and services with the ability to approach clients with unique service or risk management needs. - Represents Foreign Exchange business at company functions, business groups and civic organizations to maintain wide referral network and enhance sales performance.  - Monitors status of assigned accounts to ensure conformity with terms; ensure proper documentation is completed and appropriately retained. - Participates in the development of operating policies and procedures by communicating new or unique solutions to appropriate persons. - Performs duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2021-13599
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The CEA/Facilities Coordinator is responsible for answering & directing all incoming calls to the general numbers, greeting clients/guests, scheduling and maintaining conference room calendars, distributing courier packages and delivering faxes.  This individual must be highly customer service oriented and courteous to all individuals.   The CEA/Facilities Coordinator also works directly with the Director of Facilities & Administrative Services and Local Regional Managers, to oversee the facilities maintenance and office moves for the New York Region.  The CEA/Facilities Coordinator will also have strong project management and communication skills for directing and coordinating a variety of facilities projects.  This knowledge will also be used to direct staff, vendors, and contract resources for the Administrative Services Division.   What you'll do as a Client Experience Associate: - Create a memorable customer service experience for current and potential clients and provide ongoing support to internal colleagues. - Responsible for answering and directing incoming calls and greeting clients/guests. - Responsible for distributing mail, courier packages, and other shipments as needed. - Responsible for scheduling and maintaining conference room calendars, and reserving office space for visitors - Spot checks conference rooms and lobbies throughout the day to ensure environments are tidy and clean for guests. - Maintains pantry and supply rooms (order items and keep rooms organized) for the NYC Region. - Coordinates physical access to the office (ID badges/alarm codes) for employees and vendors. - Ensures requests made to the Administrative Services team are responded to and resolved or escalated in a timely, cost-effective manner and to the satisfaction of the end-user.  Maintains record of all employee requests and keeps employees informed on the status of requests.  - Provides leadership to ensure Administrative Services issues/problems are resolved and escalated in a timely, cost-effective manner.  Contacts appropriate vendors or internal support teams for maintenance issues. - Establishes and maintains business partner relationships with outsourcing vendors, service providers, suppliers, Information Systems staff, and department heads. - Assists in managing the Corporate Office buildings daily, including office, equipment or employee moves; coordinating building janitorial services; and performing furniture & equipment maintenance as needed or directed by the Manager, Facilities and Administrative Services. - Assists in the company’s safety and security programs, including but not limited to the corporate office buildings’ fire drills and the company’s floor warden programs, shelter in place, corona virus prevention and maintenance. - Performs other duties as assigned.
Job ID
2021-13596
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Human Resources Technology Team is responsible for overseeing the development and administration of the Core HR applications and data warehouse at First Republic Bank – and our primary mission is to provide exceptional service for HR technologies and exceptional data to teams across the bank. Examples of work within the team include configuring proprietary applications, creating automated reports and integrations, and safely distributing automated data across the organization.   This position is expected to sit in our San Francisco office.    What you’ll do as an IntegrationsEngineer, Human Resources Technology: - Lead the design and implementation of Workday integrations. - Design, develop, test, deploy, and manage integrations between the Workday platform and all connected systems - Maintain a repository for technical specification documents and other workflow documentation for new and existing integrations - Assist the team with integration testing for Workday Feature Releases - Serve as the point of contact on integration files between Workday and outside vendors that include enhancing, solving existing issues with integration systems and debugging file transfer failures - Ability to debug complex Workday studio integrations and help in break fix resolution. - Gather and analyze requirements, providing technical advice and best practices with respect to integration development and implementation - Analyze business needs, gather functional requirements, and work with vendors and internal partners to design HR system enhancements. - Perform system configuration and maintenance and administer roles, workflows, and custom notifications. - Develop and maintain a variety of reports and report schedules. - Work with vendors to configure SFTPs and APIs to automate the extraction of data. - Collaborate with Business, IT, and Analytics partners around the enterprise to routinely deliver sensitive up-to-date HR data. - Ensure data integrity and ensure data is modeled in a way to meet business objectives.
Job ID
2021-13591
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This person will primarily assist designated Trust Officer(s) in the daily administration of all types of accounts. This includes daily review of all transactions and cash reports; preparation of all necessary paperwork for cash receipts and disbursements. Fielding routine inquiries and requests from clients and business partners.   What you'll be doing as a Senior Associate, Trust Services: - Daily review of transaction journals and cash reports. - Where applicable, manage cash activities for accounts. - Answer client questions. - Review overdraft reports and remedy overdrafts where applicable. - Review fee maps and authorize the release and postings. - Conduct research work in order to answer client inquiries. - Prepare trade tickets for mutual fund trades to be executed by FRTC. - With Trust Officer approval, prepare tickets/to move cash to/from accounts and ledgers to cover overdrafts. - Prepare same-day or future disbursement entries pursuant to requests and approvals. Where necessary, send out confirmation letters on disbursement requests made via telephone. Conduct disbursement call backs on fedwires. - Serve as liaison between Administration and Operations including securities related activities. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Administer accounts with minimum supervision from the Trust Officer(s). Sole responsibility for designated Business Escrow, Custody accounts and Trust accounts as administrator. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US 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.
Job ID
2021-13590
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team. As a Commercial Servicing Specialist, you will be responsible for boarding and updating all types of accounts to the Bank’s loan accounting system including all complex bookings from both the Business and Commercial Real Estate product lines. This includes the handling of payments and advances, reviewing and understanding all types of loan documentation, processing of outside council bookings, maintenance transactions of various complexities, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.   What you will do as a Commercial Loan Servicing Specialist: - Review loan funding documents for completeness, determine serviceability, and board the loan terms into the loan accounting system. - Responsible for boarding of all types of commercial and commercial real estate facilities, including syndication loans. - Accurately and efficiently process financial and non-financial transactions to loan accounts. - Monitor and update collateral information to ensure accuracy and that necessary details are maintained to reduce any associated risk to either the client or First Republic Bank. - Work with internal and external business partners at various levels to research and translate account information. - Review of Portfolio Monitoring Reports and audit corrections for accurate completion. - Recognize issues that demand escalation, determine the appropriate Bank contact, and act as liaison between the client and relevant group(s) in order to successfully resolve issues. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2) adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2021-13588
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Work closely with internal partners such as Wire Operations, Digital Banking Team, Client Service to support and service Private Equity Finance portfolio - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank. - Provide client service and operational support to existing PE/VC portfolio. - Oversee and support new account operations and ensure Preferred Bankers are in compliance. - Collaborate with and assist Preferred Bankers on new client onboarding for business and personal.
Job ID
2021-13578
City
San Diego
State
CA
Position Type
Regular Employee (REG)
Under the general direction of the Head of Digital Technologies, the Frontend Developer role drives the execution and delivery of the Corporate 2.0 new user experience, both web applications as well as mobile applications in iOS/Android and is key to ensuring consistency and comprehension from business requirements through frontend specifications. Line of Business-Specific Requirements: Candidates for this role should have experience working within a bank or investments/wealth organization and display an understanding and appreciation for the complexities therein. Experience with digital platforms, distributed systems, and Cloud technologies is also critical.   Experience as a technical leader including driving consistent frameworks and methodologies to support consistency is critical for this role. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.   What you will do as a Frontend Developer: - Develop and drive the industry best practice adoption of frameworks and methodologies for technical product managers and architects to follow in translating requirements to solution options and recommendations. - Drive solution designs inclusive of clear annotations on key components and flows, considerations and options, recommendations, and justifications, - Leverage the relationship with Enterprise Architecture, Infrastructure, and Technology Vendors to drive Digital Technology platform architecture, architecture standards and governance, and API rationalization. - Help drive resolution for solution architects and platform architects facing roadblocks in requirements specificity or design. - Report progress, risks, issues, and dependencies throughout the Design phase. - Inform Technical Product Managers, Project Managers, and Production Managers of release constraints for solutions.
Job ID
2021-13571
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Incredible teams doing exceptional work, every day. As an HR Specialist, you will partner closely with the Human Resources department to ensure excellent customer service is provided to client groups across First Republic as it relates to staffing, employee and employment matters, employment law and more. That could include processing new hires, transfers, terminations and other employee changes and requests, using various HR applications, employee files, and the knowledge gained through specialized training and/or interactions with the HR team, client groups, and colleagues across the Bank.    What you’ll do as a Human Resources Specialist: - Communicate with various departments, employees, applicants and staff to provide guidance and assistance regarding recruitment, transfers, employment and personnel records. - Monitor, administer and accurately update employee information in various HR and First Republic Bank systems, such as UltiPro, iCIMS, OnBase, and Form I-9. - Manage new hire requests and open position numbers; oversee internal and external job postings and ensure staffing issues are addressed. - Consult and assist hiring manager through the hiring phase and providing recommendations regarding recruiting and compensation. - Create and manage offer letters; run and analyze background checks, including fingerprinting; and oversee post-hire paperwork, such as Form I-9 and sign-on bonuses. - Input termination information into HRIS; inform Payroll department and other impacted departments and provide processing support for both resignations and involuntary terminations. - Audit data inputs, processes, and records as needed - Act as backup to other HR Specialists.
Job ID
2021-13569
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Incredible teams doing exceptional work, every day. As an HR Specialist, you will partner closely with the Human Resources department to ensure excellent customer service is provided to client groups across First Republic as it relates to staffing, employee and employment matters, employment law and more. That could include processing new hires, transfers, terminations and other employee changes and requests, using various HR applications, employee files, and the knowledge gained through specialized training and/or interactions with the HR team, client groups, and colleagues across the Bank.    What you’ll do as a Human Resources Specialist: - Communicate with various departments, employees, applicants and staff to provide guidance and assistance regarding recruitment, transfers, employment and personnel records. - Monitor, administer and accurately update employee information in various HR and First Republic Bank systems, such as UltiPro, iCIMS, OnBase, and Form I-9. - Manage new hire requests and open position numbers; oversee internal and external job postings and ensure staffing issues are addressed. - Consult and assist hiring manager through the hiring phase and providing recommendations regarding recruiting and compensation. - Create and manage offer letters; run and analyze background checks, including fingerprinting; and oversee post-hire paperwork, such as Form I-9 and sign-on bonuses. - Input termination information into HRIS; inform Payroll department and other impacted departments and provide processing support for both resignations and involuntary terminations. - Audit data inputs, processes, and records as needed - Act as backup to other HR Specialists.
Job ID
2021-13568
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Associate is responsible for reviewing and negotiating contracts for both new vendors and existing vendors on behalf of business units across the Bank. Negotiations will involve coordination across multiple internal stakeholder groups (Legal, Information Security, Compliance, BSA/AML, HR, EDCI, etc.). The Associate will handle MSAs, Non-Disclosure Agreements, Amendments, SOWs, Order Forms for a wide variety of products and services including technology, consulting, and administrative services. In addition, the Associate will be responsible for preparing and validating internal and regulatory reports, and assisting with a variety of departmental projects and presentations.  This position is also responsible for the consolidation and management of contract and vendor data in our vendor management system (RSA Archer).   What you’ll do as an Associate, Contract Management:   - Coordinate and contribute to all stages of contract lifecycle including RFP preparation, contract review, negotiation, maintenance and termination - Manage contractual and business relationships with vendors - Develop, structure and negotiate legal and business terms and conditions including price negotiations - Comfortable advocating on behalf of the business and subject matter experts and negotiating with counsel - Manage contract terms within contract management platform and report status on an ongoing basis - Establish and develop close working relationships across lines of business and with technical, audit, compliance, security and legal teams as necessary - Familiar with key terms and conditions that are common to various types of vendor agreements including but not limited to SaaS, software, hardware, and professional services agreements - Work in a self-directed, collaborative, and constructive manner with team members, the business unit, and our internal stakeholders - Understand the requirements of working in a regulated environment and the controls that are necessary to be successful in the financial services industry
Job ID
2021-13562
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Senior Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2021-13561
City
Bellevue
State
WA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Real Estate & Unique Asset Associate is responsible for assisting with all activities associated with unique (non-marketable) assets held in trusts and supporting the team in improving the overall real estate & unique asset process. Unique assets are primarily residential and commercial real estate, closely held private business interests, notes and mortgages, and mineral, oil and gas interests.   What you'll do as a Real Estate & Unique Assets Associate: - Assist the Real Estate & Unique team with the following: - Initial set-up and ongoing tracking of Unique Assets in First Republic Trust Company software systems. - PetroData Systems (PDS) Super User and other programs, as needed - Running bi-monthly, monthly, bi-annual, and annual unique asset reports. - Coordinate and assist with preparation of monthly Trust Real Estate & Unique Asset Sub-Committee meetings and minutes - Gathering of documentation related to new Unique Assets. - Monitoring and maintenance of the Unique Assets group email box and calendar - Receiving, setting up and processing capital calls. - Receiving and posting rent checks and entity distributions. - Setting up payments for trust expenses, including paying bills. - Monitoring wire activity. - Receiving statements and updating market values based on appraisals and statements. - Receiving K-1 and updating K-1 tracking log. - On-going compliance, reporting and monitoring of Unique Assets. - Ordering real estate inspections and appraisals and coordinating third party valuation reports. - Coordinate and monitor payment of property taxes and insurance for trust assets. - Maintenance of Unique Assets files and spreadsheets. - Scanning and filing of electronic documents and updating systems accordingly. - Present reports and findings to Unique Assets team and members of First Republic Trust Company. - Assist with and track for completion initial and annual regulatory reviews for all fiduciary accounts - Support the Unique Asset team to improve processes (identify opportunities to improve efficiencies, best practices, etc.) - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US 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.    Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2021-13558
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2021-13557
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential   The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2021-13550
City
San Diego
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The candidate will be expected to assist in operational research, be detailed oriented and have a basic understanding of financial services. The candidate must also have the ability to work under tight deadlines and work within the team dynamic. Additional activities pertaining to the client outreach engagement may include, events planning/client follow-up, as well as financial tracking of client development.   What you’ll do as a Client Service Associate: - Build relationships with and learn from RM, CRM and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career in the financial industry: Three examples are the following (1) Initial visibility into underwriting facilities, which entails application of a finance, accounting or economics degree to verify a client’s ability to qualify for financing; (2) Observing how teammates handle client relationship management, or sustaining professional connections with First Republic’s borrowers by utilizing both written and verbal skills; and (3) Problem-solving and effective communication, that is, analyzing an issue and articulating it via email with respective team members to resolve. - Maintain existing loans and keep borrowers up to date; assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team and intentions to add value to the brand. - Assist with research/audit requests by locating and reporting files and other financial information. - Occasionally joining Team at offsite events, client calls and property inspections. - Assist with championing Google searches and other research which will be utilized in prospect opportunities. - Identifying events with which to partner and then managing and executing these events - Acting as the liaison with Marketing Department and assist the team with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the team on ad hoc projects related to process improvement, technological advancements, and ongoing sales support. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting RM and team of upcoming maturities - Research and respond to client inquiries and/or problems of high-net-worth clients, including account change requests; escalate issues as appropriate. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Schedule appointments and maintain calendars, including making travel and hotel arrangements. - Handle incoming phone calls, internal and external, as well as incoming and outgoing emails (with a focus on staying current with the emails, directing them to the proper channels, and following up on responses to make sure it has been handled) - Coordinate and arrange meetings, including gathering and preparing agendas and other materials and arranging logistics (catering, conference room, bridge line, video conferencing). - Write, edit, and proofread a wide variety of communications and materials, including letters and PowerPoint presentations. - Prepare and submit expense reports.
Job ID
2021-13549
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Associate Director of PWM Product Management will be focused on Salesforce product delivery and offerings to support our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform.   This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.   What you will do as an Associate Director, PWM Product Management, Salesforce: - Identify and implement Salesforce best practices to increase utilization and improve workflows - Document and translate business requirements into efficient solutions - Support user adoption, including resolution of user inquiries and prioritization of user feedback - Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users - Maintain running product backlog and track bug fixes
Job ID
2021-13545
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The role of the HR Operations Manager – Contingent Workforce would be to oversee the Contingent workforce and Consultant program on behalf of the Human Resource organization. You will work across the organization to ensure the program is managed effectively and is scaling to address the future needs of our ever-growing non-employee workforce. You are empowered to work cross-functionally to drive process and systems improvements that focus on the colleague experience for all stakeholders (e.g., contingent workers/consultants, hiring managers, support teams, etc.).   What you’ll do as an HR Operations Manager – Contingent Workforce: - Act as an escalation point for HR related activities on behalf of the HR organization - Partner with internal teams and external vendors to lead the end-to-end Contingent workforce process and drive opportunities for improvement to keep the tools, policies and processes relevant and effective - Advise, influence, and provide thought leadership on the current Contingent workforce experience and anticipate future needs for the program - Identify areas of compliance risk and proactively partner with HR and Legal teams to drive solutions and policy changes - Leverage industry best practices and user feedback to continually evolve the program, policies, and processes - Troubleshoot process/systems/data issues and implement corrective actions to clarify, streamline, and simplify daily operations - Establish Contingent workforce program SLAs, metrics, and reports/dashboards - Manage planning activities for the Contingent workforce - Coordinate with the Immigration team on ensuring adherence to company and legal requirements - Partner with the Employee Relations team on any potential personnel-related concerns with the Contingent workforce and Consultants
Job ID
2021-13539
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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