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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The HR Technology and Operations organization encompasses Operations, Technology, Analytics and Risk & Compliance functions. Our mission is to enable best in class employee experiences by leveraging technology, continued process improvements and informed decision making through data and analytics. We do this through maintaining and deploying workforce technologies to scale business growth, calibrating operational processes to continually meet business requirements and manage risk, and conducting analytics across the entire Employee Lifecyle. We care deeply about ensuring the most effective experience for our employees, in alignment with the larger business and organizational strategy. As we continue to grow and evolve our Human Resources function, we are looking for a team member to drive efforts in planning and strategy.   You will be a high valued addition to our HR Technology & Operations team reporting directly to our Director of Planning, Programs, and Analytics. As a member of the team, you'll be detail-oriented and conscientious, analytical and curious. You're a strong problem-solver, who uses both quantitative and qualitative methods to get things done. The right candidate for this role needs to be collaborative with a drive towards action and building high-functioning decision-making processes. They will have broad experience in solving complex problems, partnering, and influencing.   What you’ll do as a Analytics and Strategy, People Analytics: - Manage a portfolio of cross-functional projects and ensure clear goals and outcomes - Work across other centers of excellence to ensure aligned technology and analytics roadmaps - Assist in the delivery of HR and business metrics and analysis, ensuring data is relevant, timely and tells a meaningful story - Report on progress against existing projects, including publication of dashboards, KPIs and quarterly reviews with a strong focus on actionable insights - Build strong relationships across the organization to help support change management; leverage existing network of change agents to help the organization understand and adjust to change - Use a combination of quantitative and qualitative data to measure and communicate the impact of work that is delivered across the system - Remain productive and agile in an ambiguous, changing work environment
Job ID
2021-14004
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
FRIM’s private fund platform includes (1) FRIM’s proprietary “Eagle” private funds, which are generally structured as “feeder funds” (aka funds-of-funds) that invest in private funds managed by third-party investment advisers and (2) private funds managed directly by third-party investment advisers, where FRIM advisory clients make investments directly in the funds.  The Compliance Officer will be responsible and accountable for providing leadership in the day-to-day compliance support of our alternative investments business and supporting all compliance aspects of FRIM‘s advisory activities related to private funds.  As FRSC acts as placement agent to private investment funds that are advised by FRIM, the Compliance Officer will also work with the FRSC Compliance Team to monitor FRSC placement agent activities.  Compliance functions will generally include compliance monitoring and testing in relation to the alternative investments business, policy and procedure maintenance, risk management, due diligence, regulatory filings, reviews of marketing documents, and service provider oversight.  The Compliance Officer will be responsible for compliance monitoring under the enterprise-wide Volcker compliance program.  The Compliance Officer will also participate in a number of internal committees, interact with senior business leaders, and assist with internal and external audits and exams.   The ideal candidate will have previous senior compliance experience within a high-touch/high-client-experience-expectation organization, at an alternative investment fund (private equity or hedge).    What you'll do as a Compliance Director: - Manage and implement the standards, practices, oversight and implementation of a highly effective alternative investments compliance program within a fast-growing Private Wealth Management Division - Provide compliance guidance to management, sales, operational, technical, and supervisory staff - Maintain and enhance compliance policies and procedures - Perform compliance and operational due diligence on private funds, their managers, and their service providers; manage the monitoring/oversight program for these entities - Educate and train staff on firm policies and procedures, including the Volcker compliance program as it pertains to alternative investments - Proactively identify and champion opportunities to improve compliance efficiencies and minimize risks - Participate in the firm’s alternative investments committees - Manage required regulatory filings related to the private funds - Review marketing documents for compliance with FINRA and SEC standards - Assist the FRSC Compliance Team with due diligence and policy and procedure updates, among other items as needed in relation to the alternatives investments business - Ability to manage other team members - Assist the CCO with special projects across FRIM’s advisory business - Work with leaders in the broader Legal and Compliance groups to strengthen enterprise-wide compliance efforts
Job ID
2021-14001
Category
Legal
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Senior Associate will assist with the implementation and enhancement of FRIM’s alternative investments compliance program in order to ensure compliance with applicable rules and regulations – these include SEC, FINRA, NFA/CFTC, and CIMA rules and regulations.  FRIM’s private fund platform includes (1) FRIM’s proprietary “Eagle” private funds, which are generally structured as “feeder funds” (aka funds-of-funds) that invest in private funds managed by third-party investment advisers and (2) private funds managed directly by third-party investment advisers, where FRIM advisory clients make investments directly in the funds.  This position will play a key role in conducting compliance due diligence on these third-party private fund managers and monitoring them.        The ideal candidate will have previous compliance experience with alternative investments in a high-touch/high-client-experience-expectation organization within a registered investment adviser.    What you'll do as a Senior Compliance Associate: - Perform timely reviews of marketing materials to ensure compliance with SEC and FINRA rules - Assist with the compliance due diligence/oversight program for the Eagle funds’ sub-advisers, service providers, and third-party fund managers - Assist with investment adviser and private fund regulatory filings (e.g., Form ADV, Form PF, etc.) - Assist with the development of policies and procedures that are designed to ensure compliance with SEC, FINRA, NFA/CFTC, and CIMA rules and regulations - Test private fund policies and procedures (e.g., expense allocation) - Assist with risk assessments of the alternatives business to identify gaps and strengthen controls - Assist with implementation of the enterprise-wide Volcker Rule compliance program - Assist with responding to external and internal requests for information - Organize and maintain required books and records, as well as internal databases
Job ID
2021-14000
Category
Legal
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
First Republic Information Services   First Republic Bank is looking for a PWM Wealth Platforms Engineering Intern to help analyze and develop and participate in the support of Wealth Platform initiatives.  You’ll get to work in a professional environment and gain exposure to how enterprise software is built and deployed at a financial institution.  You’ll also get to work in a fun environment that celebrates creativity with interesting people.   What you’ll do as a PWM Wealth Platforms Engineering Intern: - You will work with a highly experienced Application Development Engineering team - You will help with understanding Wealth Technology strategy, identification of Technology solution opportunities, solution design, development and deployment. - Work with experienced Technical Leads and developers to learn how Wealth solutions are developed and deployed using Agile methodology - Work on specific development components of work within one or more Wealth Initiatives - Learn new technologies and methodologies on the way
Job ID
2021-13990
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
First Republic Information Services   First Republic Bank is looking for Junior Data Science Engineer  to help Prototype Design Pattern and participate in the PWM Platform Optimization effort.  You’ll get to work in a professional environment and gain exposure to how enterprise software is built and deployed at a financial institution.  You’ll also get to work in a fun environment that celebrates creativity with interesting people.   What you’ll do as an Intern: - You’ll be assigned to work with First Republic Bank, - Improve operational efficiencies by automating labor intensive process - Create and prototype design patterns leveraging best-in-class tools for ML/AI - Build framework to drive data insights - Build re-usable software modules to accelerate delivery
Job ID
2021-13989
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
Seeking a Quality Engineer Intern to build functional and automated tests for the Lending applications.  Hands-on experience using Java, Python, Postman to test web applications, RESTful APIs and micro services.   What you'll do as a Quality Engineer Intern: - Expertise in technologies like Java, Python, Postman, Selenium. - Some experience functional testing and automating testing of applications, RESTful APIs and micro services. - Good understanding of Software Development Life cycle (SDLC), Quality Engineering principles, defect triage and tracking - Knowledge on writing secure, efficient, reusable and testable code.  - Knowledge on cloud solutions and platforms. - Knowledge of Agile methodology.
Job ID
2021-13988
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
First Republic Information Services   First Republic Bank is looking for a Data Engineer Intern to help develop and participate in the SnowFlake Migration project.  You’ll get to work in a professional environment and gain exposure to how enterprise software is built and deployed at a financial institution.  You’ll also get to work in a fun environment that celebrates creativity with interesting people.   What you’ll do as a Data Engineer Intern: - You will work with a highly experience Data Engineering team - You will help with create new data pipelines - Work on Python framework integration with SnowFlake - Work on implementing Data as a Service - Learn new things on the way
Job ID
2021-13987
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
Seeking a Full Stack Developer Intern to build applications and solutions for the Lending division.  Hands-on experience using Node.js and React, developing applications, RESTful APIs and micro services.   What you'll do as a Full Stack Developer Intern:   - Expertise in web technologies, with an emphasis on Node.js, React and Angular; working with modern and legacy data sources; and integration with front-end technologies.  MEAN, MERN stack experience preferred (MS SQL Server, Express, React/ Angular, Node.js). - Some experience building and supporting RESTful APIs and micro services. - Ability to create build / package scripts for deploying applications using GitHub, Jenkins, Artifactory, and Ansible. - Experience writing unit test using Mocha and Chai framework. - Knowledge of deploying micro services as containers on OpenShift Kubernetes preferred - Knowledge on translating designer mock-ups, wire frames and data flows into POCs using UI tools such as HTML5, CSS and React/ Angular. - Knowledge on writing secure, efficient, reusable and testable code.  - Familiar with the full SDLC and with production support experience. - Knowledge on cloud solutions and platforms. - Knowledge of Agile methodology.
Job ID
2021-13986
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Platform Engineer Intern will act as a technical resource for a suite of platforms that are supported by Middleware Engineering. The initial focus will be on supporting the Appian and Apigee platforms.   What you'll do as a Platform Engineer Intern: - Provide support to federated developers who use the Appian and/or Apigee platforms - Perform code deployments on both Appian and Apigee platforms - Follow and refine consistent processes and procedures with an eye for optimization - Write clear and concise documentation for developers and fellow engineers - Assist in troubleshooting reported platform issues - Gather and organize data for monthly reports - Provision access for developers to development platforms - Communicate to platform users and stakeholders of upcoming maintenance, outages, and other platform-wide events
Job ID
2021-13984
Category
Intern
City
Boston
State
MA
Position Type
Temporary Employee (TMP)
The Enterprise Portfolio Office’s mission is to successfully execute a wide portfolio of initiatives that align with First Republic’s strategic vision. We are responsible for establishing and implementing project management best practices in a way that encourages collaboration, standardization, and overall improvement in portfolio delivery results across the organizational landscape.   Are you excited to gain real world work experience and develop highly valued and transferrable skills? In this role you will participate in programs for development and networking, receive competitive compensation and have an opportunity to move into a fulltime career post-graduation.   What Can you Expect? This internship will provide the opportunity to learn about Project Management and Information Technology. You will work on projects that will give you hands-on experience with IT tools, project management methodology, business analysis, quality assurance and change management. The opportunity will allow you to sharpen your communication and problem-solving skills in a business environment while leading projects focused on company-wide initiatives.   What you’ll do as a Project ManagementIntern, Enterprise Portfolio Office: - Provide project management support to organize and facilitate the work of project teams to complete strategic projects that align to First Republic goals - Contribute to managing project schedules, milestones, and key deliverables - Identify and manage scope, constraints, risks, issues, assumptions, dependencies and deadlines, documenting risk mitigation plans. - Provide insights useful for decision-making, analyzing processes to identify critical points and improvement opportunities, and anticipating for risks - Work with the team to identify process improvement or project efficiencies and executing those improvements - Contribute with innovative long-term/lasting solutions beneficial for the entire team
Job ID
2021-13983
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Enterprise Portfolio Office’s mission is to successfully execute a wide portfolio of initiatives that align with First Republic’s strategic vision. We are responsible for establishing and implementing project management best practices in a way that encourages collaboration, standardization, and overall improvement in portfolio delivery results across the organizational landscape.   Are you excited to gain real world work experience and develop highly valued and transferrable skills? In this role you will participate in programs for development and networking, receive competitive compensation and have an opportunity to move into a fulltime career post-graduation.   What Can you Expect? This internship will provide the opportunity to learn about Project Management and Information Technology. You will work on projects that will give you hands-on experience with IT tools, project management methodology, business analysis, quality assurance and change management. The opportunity will allow you to sharpen your communication and problem-solving skills in a business environment while leading projects focused on company-wide initiatives.   What you’ll do as a Project ManagementIntern, Enterprise Portfolio Office: - Provide project management support to organize and facilitate the work of project teams to complete strategic projects that align to First Republic goals - Contribute to managing project schedules, milestones, and key deliverables - Identify and manage scope, constraints, risks, issues, assumptions, dependencies and deadlines, documenting risk mitigation plans. - Provide insights useful for decision-making, analyzing processes to identify critical points and improvement opportunities, and anticipating for risks - Work with the team to identify process improvement or project efficiencies and executing those improvements - Contribute with innovative long-term/lasting solutions beneficial for the entire team
Job ID
2021-13982
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Enterprise Portfolio Office’s mission is to successfully execute a wide portfolio of initiatives that align with First Republic’s strategic vision. We are responsible for establishing and implementing project management best practices in a way that encourages collaboration, standardization, and overall improvement in portfolio delivery results across the organizational landscape.   Are you excited to gain real world work experience and develop highly valued and transferrable skills? In this role you will participate in programs for development and networking, receive competitive compensation and have an opportunity to move into a fulltime career post-graduation.   What Can you Expect? This internship will provide the opportunity to learn about Project Management and Information Technology. You will work on projects that will give you hands-on experience with IT tools, project management methodology, business analysis, quality assurance and change management. The opportunity will allow you to sharpen your communication and problem-solving skills in a business environment while leading projects focused on company-wide initiatives.   What you’ll do as a Project ManagementIntern, Enterprise Portfolio Office: - Provide project management support to organize and facilitate the work of project teams to complete strategic projects that align to First Republic goals - Contribute to managing project schedules, milestones, and key deliverables - Identify and manage scope, constraints, risks, issues, assumptions, dependencies and deadlines, documenting risk mitigation plans. - Provide insights useful for decision-making, analyzing processes to identify critical points and improvement opportunities, and anticipating for risks - Work with the team to identify process improvement or project efficiencies and executing those improvements - Contribute with innovative long-term/lasting solutions beneficial for the entire team
Job ID
2021-13981
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Enterprise Portfolio Office’s mission is to successfully execute a wide portfolio of initiatives that align with First Republic’s strategic vision. We are responsible for establishing and implementing project management best practices in a way that encourages collaboration, standardization, and overall improvement in portfolio delivery results across the organizational landscape.   Are you excited to gain real world work experience and develop highly valued and transferrable skills? In this role you will participate in programs for development and networking, receive competitive compensation and have an opportunity to move into a fulltime career post-graduation.   What Can you Expect? This internship will provide the opportunity to learn about Project Management and Information Technology. You will work on projects that will give you hands-on experience with IT tools, project management methodology, business analysis, quality assurance and change management. The opportunity will allow you to sharpen your communication and problem-solving skills in a business environment while leading projects focused on company-wide initiatives.   What you’ll do as a Project ManagementIntern, Enterprise Portfolio Office: - Provide project management support to organize and facilitate the work of project teams to complete strategic projects that align to First Republic goals - Contribute to managing project schedules, milestones, and key deliverables - Identify and manage scope, constraints, risks, issues, assumptions, dependencies and deadlines, documenting risk mitigation plans. - Provide insights useful for decision-making, analyzing processes to identify critical points and improvement opportunities, and anticipating for risks - Work with the team to identify process improvement or project efficiencies and executing those improvements - Contribute with innovative long-term/lasting solutions beneficial for the entire team
Job ID
2021-13980
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
Lending Services is looking for a skilled lending professional to join our Lending Services Residential Closing team. As a Residential Loan Closing Specialist, you will be responsible for the accurate and complete preparation of loan closing documentation and timely funding for Single Family 1-4 unit residential loans. You will manage both the closing and funding functions in an environment of constantly changing deadlines without losing the required high level of accuracy and production. You will also make recommendations for job-specific operational improvements, such as efficiency, cost reduction, customer service and risk reduction.   The ideal candidate will have excellent attention to detail, feel comfortable working with various levels of staff / management, possess the ability to make adjustments to workflows and reprioritize workload based on fluctuating deadlines. This position requires the coordination and support of multiple priorities of various functions within Lending Services as well as many other departments within the organization.   What you’ll do as a Residential Loan Closing Specialist: - Prepare and review loan closing and funding documentation in an accurate and timely manner for a range of SFR 1-4 loan products: - Modestly complex borrower entities - Detached, condo and co-op property types - Permanent and line of credit purposes - Work with internal business partners at various levels to research and resolve transaction concerns. - Complete prefunding and assist post-closing with any closing errors/corrections as necessary. - Maintain current knowledge of lending products, services, systems, and processes in order to provide expert and up-to-date client service. - 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
2021-13979
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)
EDCI Technology As part of the Information Services team, the EDCI Technology Team drives the vision to create an industry leading, client-centric technology experience. The team is looking for forward thinking, action oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions   Responsibilities: - Gather requirements through partnership with Subject Matter Experts - Provide documentation including: flow diagrams (business/data), story boards and/or wireframes - Manage and prioritize product backlogs to deliver consistent product features - Write detailed stories with business and technical audiences in mind - Prepare management ready presentations that quickly and clearly tell the story of your product
Job ID
2021-13978
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - 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
2021-13976
City
Portland
State
OR
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - 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
2021-13975
City
Jupiter
State
FL
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - 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
2021-13974
City
Boston
State
MA
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - 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
2021-13971
City
New York
State
NY
Position Type
Regular Employee (REG)
Relaonship Management As an intern, you’ll work closely with Relationship Managers and Bankers with their day-today tasks, with a focus on taking care of existing clients and supporting new client relationships. You will gain exposure to other departments as you partner with them to deliver extraordinary service to our clients. What you’ll do as a Relationship Management Intern: - Provide direct support to Relationship Managers on administrative duties related to portfolio management. - Collaborate with marketing to leveraging existing client touchpoints, from events to holiday cards to marketing mailers. - Partner with our Eagle Intelligence team to identify new ways to serve our existing clients. - Help track results from business development efforts using a variety of tools. - Assist with administrative tasks including but not limited to business expense requests, team event planning and list management.
Job ID
2021-13970
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)

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