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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Search Results Page 14 of 29

First Republic Private Wealth Management Technology offers a challenging opportunity to be part of a specialized regulatory and compliance team. The Private Wealth Management compliance team is a client focused team responsible for supporting all wealth management compliance and regulatory needs such as internal audit reporting as well as SEC reporting, FINRA reporting, Transactional Cost Reporting, etc.   We are seeking a candidate who will be self-motivated, have great attention to detail, strong analytical skills with an ability to research and problem solve. Ideally the candidate will also have a proven interest in compliance reporting and systems.   Primary role will be understanding compliance team current and upcoming needs and deadlines, investigations related to system entries in accordance with company policies. The candidate will work closely with internal teams and third-party teams to improve the data as well as own and build business requirement documentation. A solid understanding of Financial Instruments, Portfolio construction and Trade lifecycle is essential to the role.   What you’ll do as a Technical Lead, PWM Technology: - Primary point of contact with Business Users from compliance and supervision teams for any compliance related projects and initiatives - Evaluate reports for accuracy and compliance with federal regulations - Identify the compliance risk of the organization and offer recommendations to reduce risk - Lead and implement change initiatives related to business processes, services, and technologies - Develop change strategies and plans including stakeholder assessment and engagement, cross team communications, software alignment, development environment and production change readiness - Oversee change execution in accordance with project plans, production version availability, resource planning and client approvals - Develop/maintain system documentation; Maintain and document compliance requests and incidents in Service Now application for tracking and monitoring - Identify how record-keeping processes can be improved - Lead and implement change initiatives related to business processes, services, and technologies - Lead and facilitate meetings with clients to ensure understanding of the current procedures and develop a regular change adoption plan - Develop a strong working relationship across various stakeholders - Provide data-based answers to questions posed by the business and clients - Create customized and standardized reports - Present research findings to internal and external stakeholders
Job ID
2022-16553
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Lending Services is looking for a skilled lending professional to join our Lending Services Residential Closing team. As a Residential 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 Closing Generalist: - 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
2022-16552
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Talent Acquisition Director, you are responsible for leading a team providing recruiting support to Preferred Banking, Preferred Banking Client Services, and the Preferred Banking Offices.  You will play a meaningful role aligning recruiting plans, programs, and strategies to drive action for all partners in the hiring process.   We are looking for someone who has a passion for delivering an extraordinary experience to every candidate, manager, and colleague.  Our ideal candidate is highly collaborative, thrives in a fast-paced environment, and can effectively communicate with multiple stakeholders at all levels within the company.   What you’ll do as a Talent Acquisition Director: - Lead a team of 8-10 recruiters in various markets on the east and west coasts - Be a strategic partner to business leaders, develop staffing strategies that fits their team’s individual needs and that of the business - Design and deliver a thoughtful and intentional diversity and inclusion strategy for talent acquisition and recruiting practices supporting the Preferred Banking business - Create methods to better forecast hiring needs, identify key recruiting metrics to measure effectiveness, and provide data-driven actionable insights - Manage all aspects of team performance and development of direct reports to encourage professional growth - Maintain awareness of market, employment, and competitor trends to identify new and sustainable candidate streams - Identify and establish reporting cadence and requisition update channels in an effort to maximize communication - Monitor team metrics, and process, ensuring compliance and real time candidate updates are recording effectively within ATS - Manage the day-to-day full time hiring process for executive level positions - Promote First Republic culture within the talent acquisition team - Building strong relationships with HR Business Partners and hiring managers
Job ID
2022-16548
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Java Specialist Engineer:   All our frameworks/utilities are being developed on common design principles and mostly shared code base. We are looking for exceptional talent who can quickly understand what is done and how to accelerate further innovation in this space as we are moving towards more advanced applications of these core capabilities. A successful member of this team will have following qualities (across all levels of seniority) - Exceptional analytical, problem solving and critical analysis skills - Highly passionate about solving problems and keeping higher standards in solution design - An enthusiast to explore new technologies and tries them as needed for business - Open minded & patient while engaging and partnering with other team members - They should be able to articulate very well pros/cons of different design patterns/principles, weighs in multiple perspectives (scale, flexibility, resiliency, maintainability, performance, change management etc.) Responsibilities: - Build and support generic utilities, frameworks, services - Produce efficient and elegant code based on requirements and given design - Troubleshooting, debugging, maintaining, and improving existing software - Build CICD pipeline - Performance testing, root cause analysis and resolution - Developing documentation to guide users and technical support - Require minimal handholding and oversight
Job ID
2022-16537
City
New York
State
NY
Position Type
Regular Employee (REG)
This position would be part of the PWM technology team that supports New Account Opening (NAO). This role is expected to design, develop, and maintain API’s interfaces that interface with internal systems including New Account Opening interfaces (NAO). This role will work closely with our business partners, to identify and develop new functionalities for process leveraging API based integration with Salesforce and other external systems In addition, the this role will establish best practices for coding, deployments processes. This position requires understanding and building of modern API’s using best practices.   What you’ll do as a Senior Full Stack Developer: - Design and code custom APIs and Micro Services for system integrations - Build API & Batch Services to allow Salesforce team to interact with different data sources (such as snowflake etc.) - Support management by building visualization tools for monitoring different services - Co-ordinate pro-actively between different cross functional team - Support Salesforce team by debugging at different service levels - Ensure the API .com technical design aligns to overall enterprise architecture and scales well - Produce technical designs for API development
Job ID
2022-16518
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
   What you’ll do as a Managing Director, Fixed Income Portfolio Manager & Strategist: - Manage account relationships including some customized portfolios for high net worth individuals, multi-generational families, institutions, endowments, and not-for-profit organizations.  Duties would include portfolio customization, monitoring, supervision, as well collaborating with WMs on client and prospect meetings and serving as primary point of contact for Fixed Income services. - Advise clients and wealth managers on positioning fixed income managed solutions in the context of market and strategy views and serve as the senior leader for client events and meetings related to fixed income portfolios and markets-related content. - Partner with advisors to understand their client base, identify those opportunities for new growth and retention, and prepare for and participate in client meetings primarily in specific regions of coverage - Determine and evaluate primary metrics to establish the Firm’s global fixed income strategy including global macroeconomic data, inflation indicators, central bank policy, credit environment, yield curve dynamics and technical market indicators - Develop all presentation materials and research commentary detailing investment strategy, portfolio positioning, tactical opportunities and timely topical market events - Communicate the Firm’s fixed income views and strategy on a consistent basis to external client and prospects and, more importantly, to internal wealth management teams
Job ID
2022-16516
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Community Outreach Relationship Manager, you’ll have the opportunity to work directly with clients to identify their banking needs and financial goals in order to deliver tailored private banking solutions to clients alongside their wealth management, business banking and deposit-focused partners. You’ll be responsible for developing client relationships, including the generation of low- to moderate-income single- and multifamily residential mortgages and other credit facilities. You’ll acquire clients and build relationships by providing superior service that enables clients to achieve their financial objectives.   What you’ll do as a Community Outreach Relationship Manager: - Work directly with clients to identify their banking needs and financial goals and deliver tailored private banking solutions. - Take responsibility for acquiring and developing client relationships. - Generate low- to moderate-income single- and multifamily residential mortgages and other credit facilities. - Provide superior client service in every interaction.
Job ID
2022-16510
Category
Sales
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
First Republic Private Wealth Management (“PWM”) offers solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.   What you’ll do as aPWM Operations Associate: - Review and analyze data reports and manuals; must be computer proficient - Able to communicate effectively via telephone and in person - Receive calls from WM teams and provide accurate, satisfactory answers to their operational questions - Assist colleagues with troubleshooting and system navigation inquiries - Connect colleagues with the appropriate parties for specific issues - Collaborate with client service operations teams to improve service - Perform other duties and responsibilities as required or assigned by supervisor which may include special projects
Job ID
2022-16505
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Private Wealth Management (“PWM”) offers solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.   What you’ll do as aPWM Operations Associate: - Review and analyze data reports and manuals; must be computer proficient - Able to communicate effectively via telephone and in person - Receive calls from WM teams and provide accurate, satisfactory answers to their operational questions - Assist colleagues with troubleshooting and system navigation inquiries - Connect colleagues with the appropriate parties for specific issues - Collaborate with client service operations teams to improve service - Perform other duties and responsibilities as required or assigned by supervisor which may include special projects
Job ID
2022-16504
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
First Republic Private Wealth Management (“PWM”) offers solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.   What you’ll do as aPWM Operations Associate: - Review and analyze data reports and manuals; must be computer proficient - Able to communicate effectively via telephone and in person - Receive calls from WM teams and provide accurate, satisfactory answers to their operational questions - Assist colleagues with troubleshooting and system navigation inquiries - Connect colleagues with the appropriate parties for specific issues - Collaborate with client service operations teams to improve service - Perform other duties and responsibilities as required or assigned by supervisor which may include special projects
Job ID
2022-16503
City
New York
State
NY
Position Type
Regular Employee (REG)
The mission of the Cloud Architecture team at First Republic is to design the cloud platform to support cross-functional teams in all lines of business (LOBs) at the bank. This encompasses not only the cloud’s foundational architecture, which enables deployments into the cloud amongst our federated internal development partners, but also development in support of facilitating migration to the cloud.   The Cloud Architecture team is seeking a leader to further drive and deliver on our cloud platform strategy. You will be directing a team of cloud architects who are designing our next generation of infrastructure using major Public Cloud Providers (e.g. AWS, GCP, Azure, etc.) in a secure, compliant, and efficient manner. Working in small Agile teams empowered to move rapidly to meet objectives, these teams consist of engineers, cloud architects and scrum-masters organized to deliver enterprise-grade capabilities and applications to our internal colleagues across the bank.   This position will be responsible for the bank’s high-level cloud strategy and design.  In this role, you will supervise a team of cloud architects, which are distributed across multiple scrum teams. These cloud architects act as product owners on these scrum teams, prioritizing and designing solutions that the scrum teams implement.   What you’ll do as Director of Cloud Architecture: - Own the overall design of First Republic’s cloud architecture, - Champion First Republic’s cloud first & cloud smart approach, - Work with our stakeholders to prioritize their requests to be undertaken by the scrum teams,  - Partner with Enterprise Architecture, Information Security Architecture, and other architects in the company on solution design, strategy, and organizational change, - Contribute to the successful migration of applications from our internal virtualized environments to our Public Cloud - Elevate the delivery execution of multiple agile engineering squads through: - Responsibility for squad work prioritization and scope, - Responsibility for target state architecture - Elevate the maturity and expertise of individual architects by: - Ensuring that critical skills are identified, cultivated, and reinforced, - Contributing to our standards of training and knowledge, and via - Mentorship and coaching - Elevate the excellence of our department by: - Advocating for and creating new design patterns, - Improving our onboarding experience for new architects, - Meaningfully contribute to the recruitment of new architects - Elevate the engineering excellence across First Republic: - Evangelize, educate, and consult with peers to promote DevSecOps best practices with an emphasis on automation, CI/CD, infrastructure as code, and immutable infrastructure, and - Educate internal teams on the benefits of using public cloud architecture      
Job ID
2022-16501
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Senior Wealth Advisor Associate will be responsible for assisting the Wealth Advisor in strategically identifying potential client opportunities from the Wealth Advisor’s extensive networks, generating new leads, and uncovering high-value opportunities.   The Senior Wealth Advisor Associate will also support the Wealth Advisor in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being connected with the Wealth Advisor. The overall goal is to increase assets under management and deposit balances at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships.   The desired candidate will have a strong understanding of the broad range of service offerings available at First Republic, relationship management skills, as well as quantitative and strategic skills. He or she will champion the firm’s private wealth management services both internally and to prospects and clients.   What you will be doing as an Senior Wealth Advisor Associate: Administrative support: - Schedule follow-up meetings with clients - Prepare and send strategic emails to prospective clients specific to their financial needs Business Development support: - Pipeline management including client engagement and tracking – business practice management related activities - Help build and maintain a process for existing client and prospect relationship management, specifically for prospect and clients with meaningful future liquidity events. - Over time, collaborate with bankers to identify and prioritize prospects for private wealth management services. - Research and gather business intelligence about prospective clients and trends in opportunities - Create an asset inventory of prospective clients assets for WA and WM teams to analyze existing investment portfolios - Help Self-source deposits and wealth management business over time; initially freeing up WA time with follow up emails, calls, scheduling meetings - Engage in networking events and client events to develop prospecting skills and opportunities Customer Service support: - Interact with prospective clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries, and managing follow up communication and materials - Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
Job ID
2022-16499
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Client Cybersecurity Specialist will be primarily responsible for conducting online security assessments and performing client cybersecurity analysis and documentation. The Client Cybersecurity Specialist will schedule and visit First Republic clients to perform these online security assessments and will provide immediate feedback to the client with recommendations, if any, for improving the security posture of the target computing environment and client. The Client Cybersecurity Specialist will report to the VP of Cybersecurity Training and Development, and work with the Client Cybersecurity Representatives, daily, to ensure all services are being provided to First Republic clients and prospects, as intended. In addition, this individual will also partner with the various Information Security, Office of the General Counsel, Marketing and Client Servicing teams to handle client cybersecurity inquiries or concerns.     The position will also work closely with client-facing colleague groups including business banking, relationship management, preferred banking and wealth management, and First Republic prospects and clients.   What you'll be doing as a Client Cybersecurity Specialist:  - Provides desktop, laptop, and mobile device security assessments: manages schedule, and must be punctual, to ensure that users receive high-quality assessments in a timely manner. Will review OS level security settings (e.g., firewall settings, antivirus settings, patch, and OS update settings), application security settings (e.g., Browser based security settings, e-mail client settings), network security settings (e.g., wireless network configuration), and other device-level security settings. - Reports findings from online security assessment engagements: Prioritizes and clearly documents findings and recommended changes. Reports information to clients and internal teams. - Stays current on cybersecurity trends, especially in the financial industry, and adjusts the assessments and sessions accordingly to reflect the trends more relevant to the stakeholder. Stays current on wireless network technologies, encryption methodologies and cloud security . Continually reviews latest hacking and online scam techniques and provides recommendations to the services and assessments accordingly. - Provides online security awareness / best practices training to client-facing colleagues and clients. Provides instruction on desktop, laptop, and mobile device best practices. Advises on current security incident trends and effective methods of counteracting (e.g., phishing attempts, untrusted web sites). - Performs and documents the analysis of the other client cybersecurity services. Perform timely and accurate write-ups alongside Client Cybersecurity Representatives. Attend prospect and client meetings and webinars to provide support to the Client Cybersecurity Representative, prospects, or clients. - Shadows and supports Information Security team members to learn about and execute on other employee information security services. Attends and participates in internal meetings and presentations.
Job ID
2022-16495
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
2022-16494
City
Palm Beach
State
FL
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
2022-16493
City
Boston
State
MA
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
2022-16492
City
Portland
State
OR
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
2022-16491
City
Los Angeles
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
2022-16490
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
2022-16489
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential: As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll 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. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - 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. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and 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.
Job ID
2022-16488
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)

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