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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See service from a higher perspective As Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking  transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions. Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2019-9359
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you'll be doing as a PBO Preferred Banker: - Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs - Establish and maintain professional relationships with customers to ensure repeat and referral business - Provide high-level customer service to current and potential customers Branch Support - Process customer transactions according to branch policies and procedures  - Prepare and balance daily work, bank deposits, ATM and Night Depository - File and maintain bank records in compliance with branch policies and procedures - May provide assistance to other branches as needed Compliance - 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
2019-9360
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you'll do as a PBO Preferred Banker: - Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs - Establish and maintain professional relationships with customers to ensure repeat and referral business - Provide high-level customer service to current and potential customers Branch Support - Process customer transactions according to branch policies and procedures  - Prepare and balance daily work, bank deposits, ATM and Night Depository - File and maintain bank records in compliance with branch policies and procedures - May provide assistance to other branches as needed Compliance - 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
2019-9361
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
- Provide front line technical support to the Bank by responding to incidents and requests reported by users through multiple channels; voice, email, IM, social media, etc. - Provide superior, high-touch service by engaging mature interpersonal, communication and telephone handling skills. - Provide highest levels of availability within the ACD system during scheduled working hours while applying performance behaviors aligned with guidelines and standards designed to enable agents to consistently deliver effective results and to ensure the highest level of productivity and user satisfaction. - Provide troubleshooting support for a wide variety of 3rd party applications, Microsoft Office 2010, PCs, Laptops, Peripherals, IP Phones, Network, Internet Browsers, Outlook 2010, Active Directory and Exchange, XP and Win7 operating systems, etc. and engage escalation support processes in a timely fashion using sound judgment and self-initiative. - Support the team; be highly collaborative. Seek and share knowledge among colleagues throughout the End User Services team. Leverage Level 2 and Level 3 teammates for troubleshooting and procedural support. - Strive to achieve resolution of all interactions on first call whenever possible while proactively and conscientiously balancing competing demands in a fast-paced environment. - Perform duties & responsibilities specific to department functions & activities including but not limited to: timesheets, special projects, meetings with staff and 1:1’s with supervisors. - 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. -  Assist with special projects as assigned. - 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
2015-1977
Category
Information Services
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. You’ll support our Account Executives (AEs) as they develop their clients’ plans using our suite of lending products. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank. We’ll provide you with the guidance, encouragement and training you need to help you be successful in this position.   What you’ll do as an Associate: - Provide support for AEs and their books of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit services, lending products, and wealth management products and services. - Discuss individuals’ financial concerns and needs and explain how our suite of products and services can present potential solutions. - Assist in managing AEs’ pipeline of client transactions in process, vet and complete the initial analysis of new applicants, and respond to ad hoc client requests. - Assist the Directors with the relationship management and cross-selling of Professional Loan Program clients. - Create and maintain client interaction reports. - Develop your professional skills and knowledge.
Job ID
2019-9278
Category
Sales
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9382
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2020-9725
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Loan Closing Manager, Residential Lending: - Manage closing functions to ensure loan documentation and funding are handled accurately, efficiently and within Department service level agreements. - Monitor workflow for funders/closers and manage the pipeline for all fundings/closings. - Assist with doc prep file QC and provide results as feedback to closers. - Deliver funding/closing report to finance and other departments to ensure that all funds are available at the required time. - Act as a mentor and subject matter trainer to staff; encourage associate development and advancement. - Assess current workflow and processes in order to create and implement strategies designed to maximize efficiency and accuracy of the loan closing/funding group. - Ensure consistent and effective methods of communication are in place to ensure the seamless operation of the group. - Provide training, conduct performance reviews and complete any other supervisory activities. - 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
2020-9728
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential  As a Credit Officer, you will focus on single signatures for single family loans and growth opportunity. You will apply interpersonal skills daily when working with relationship managers, meeting with clients, discussing and making pricing decisions on loans.  You will perform credit analysis on lending portfolios for high net worth individuals and businesses to meet secondary market requirements.   What you'll do as a Credit Officer: - Primary responsibility of this role is to work closely with the Relationship Managers to approve, structure and price residential mortgages - Reviewing credit files for documentation, proper underwriting, QM compliance, investor salability requirements and appraisals - In addition to following a strict credit approval function you will make business decisions on behalf of the bank and help the Relationship Managers win safe and profitable business. - The role also entails making, opining and approving related business and legal issues, meeting with clients and visiting properties - Regular interactions with loan teams - Assist on projects as needed
Job ID
2020-9821
Category
Credit Administration and Approval
City
New York
State
NY
Position Type
Regular Employee (REG)
The Onboarding Advisor Associate is a key member of the Private Wealth Management (PWM) Onboarding and Transition Management Team. The role will engage with all aspects of PWM and provides excellent exposure to cross-functional department business partners and to Executive Management. This role covers the onboarding cycle including recruiting, onboarding, and integration of new teams into PWM while working directly with our Client Service and Transition Management Team to support the growth of our business.    What you’ll do as an Onboarding Advisor Associate: - Serve as a key point of contact to new wealth management teams throughout their transition and integration into First Republic - Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiate and submit new account and account transfer requests, complete post account setup requirements, conduct a thorough final sign-off to ensure timely and accurate results - Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition - Provide direct onsite and remote training support on certain systems, policies, and procedures - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided - Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc. Provide backup coverage to Client Services when not assigned to a new team onboarding - 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
2020-10087
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Senior Appraisal Review Specialist: - Employees are expected to review, analyze and render risk-based decisions for acceptance of appraisal valuations.  Appraisal reviews are to be made in a responsive, accurate and timely manner.  Appraisal reviews are to be completed to Bank’s minimum appraisal and evaluation standards and all appropriate regulatory guidelines.  Other duties may be required and assigned - Perform detailed technical and compliance reviews on residential real estate appraisals and evaluations. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations, USPAP, FIRREA, bank policies and guidelines, and industry standards. - Communicate with appraisers for any report corrections and/or revisions. - Evaluate appraiser quality of work and provide feedback for maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and Executive Loan Committee on appraisal topics in the Bank’s core markets. - Keep detailed schedules of appraisal/evaluation reports received and reviewed. - Provide support to all areas of real estate lending as directed or where service is needed; demonstrate superior customer service with appropriate follow through with involved appraisers and employees. - Attend ongoing training for Real Estate Appraisal and Real Estate Appraisal Reviews. 
Job ID
2020-10113
City
New York
State
NY
Position Type
Regular Employee (REG)
We are looking for a temporary Municipal Fixed Income Credit analyst who will serve as a credit analyst in the Fixed Income Credit Group of First Republic Investment Management. The role requires performing fundamental research on municipal bond issuers, along with related credit monitoring functions.  Research is both qualitative and quantitative in nature. Work product includes written pieces, statistical analysis, as well as periodic reporting.    What you’ll do as a Municipal Credit Analyst - Contingent: - Prepare new Municipal Bond Purchase Analysis memos - Assist with data entry as part of quarter end process - Perform credit reviews as requested from fixed income traders - Review new accounts and incoming positions - Help prepare monthly "Credit Committee" materials with Group - Perform duties & responsibilities specific to department functions & activities - Perform other Ad-hoc duties & research requests as required or assigned by manager
Job ID
2020-10119
City
New York
State
NY
Position Type
Contingent Worker (CON)
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
2020-10170
City
New York
State
NY
Position Type
Regular Employee (REG)
What you'll be doing as Equity Research Analyst: - The analyst will be expected to assume coverage of the firm’s existing equity holdings in the assigned GICS-defined sector(s) and to generate new investment ideas in those sectors. - On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, etc. on the companies in his or her coverage universe. - The analyst will be required to have a broad understanding of economic data and macroeconomic developments around the world, understand the firm’s strategic asset allocation guidelines and the positioning of investment managers on its investment platform, and assist with the preparation of written communications that are distributed to clients. - The analyst will be expected to work as part of the firm’s Equity Research Team which reports directly to the Head of Equities. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities also 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
2020-10208
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
2020-10273
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. You’ll support our Account Executives (AEs) as they develop their clients’ plans using our suite of lending products. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank. We’ll provide you with the guidance, encouragement and training you need to help you be successful in this position.   What you’ll do as an Associate: - Provide support for AEs and their books of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit services, lending products, and wealth management products and services. - Discuss individuals’ financial concerns and needs and explain how our suite of products and services can present potential solutions. - Assist in managing AEs’ pipeline of client transactions in process, vet and complete the initial analysis of new applicants, and respond to ad hoc client requests. - Assist the Directors with the relationship management and cross-selling of Professional Loan Program clients. - Create and maintain client interaction reports. - Develop your professional skills and knowledge.
Job ID
2020-10286
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2020-10101
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
What you'll be doing as Trust Associate: - Input Account Record data on Sungard Addvantage, including set up of proxies, statements, and 1099 recipients - Daily review of transaction journals and cash reports. Where applicable, manually manage cash activities for each account. - Assist in completing initial and annual account reviews. - Review overdraft reports and ‘cure’ overdrafts where applicable. - Review fee maps and authorize the release and postings. - Conduct research work in order to answer clients' inquiries. - Sort and review mail for trust officers. - Prepare trade tickets for trades executed by the trust officers with FRSC. - With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts. - Coordinate and produce all DTC-related activities, reports, packages and meetings. - Prepare same-day or future disbursement entries pursuant to requests and approvals. Where necessary, send out confirmation letters on disbursement requests via telephone.  Conduct disbursement call backs on fedwires. Reprint statements as requested. - Where necessary, update the account synoptic and account records, update name and address records. Where necessary, administer investment manager Excel database. - As required, maintain and print ticklers for trust officers. - Serve as liaison between Administration and Operations including securities related activities. - Administer low-maintenance accounts with minimum supervision from the Trust Officers. - Perform duties & responsibilities specific to department functions & activities or as 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. 
Job ID
2020-10282
City
Wilmington
State
DE
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
2020-10136
City
Greenwich
State
CT
Position Type
Regular Employee (REG)
- Provide front line technical support to the Bank by responding to incidents and requests reported by users through multiple channels; voice, email, IM, social media, etc. - Provide superior, high-touch service by engaging mature interpersonal, communication and telephone handling skills. - Provide highest levels of availability within the ACD system during scheduled working hours while applying performance behaviors aligned with guidelines and standards designed to enable agents to consistently deliver effective results and to ensure the highest level of productivity and user satisfaction. - Provide troubleshooting support for a wide variety of 3rd party applications, Microsoft Office 2010, PCs, Laptops, Peripherals, IP Phones, Network, Internet Browsers, Outlook 2010, Active Directory and Exchange, XP and Win7 operating systems, etc. and engage escalation support processes in a timely fashion using sound judgment and self-initiative. - Support the team; be highly collaborative. Seek and share knowledge among colleagues throughout the End User Services team. Leverage Level 2 and Level 3 teammates for troubleshooting and procedural support. - Strive to achieve resolution of all interactions on first call whenever possible while proactively and conscientiously balancing competing demands in a fast-paced environment. - Perform duties & responsibilities specific to department functions & activities including but not limited to: timesheets, special projects, meetings with staff and 1:1’s with supervisors. - 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. -  Assist with special projects as assigned. - 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
2016-2955
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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