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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As a member of our Internal Audit team, the Senior Auditor – PBO/PBCS will work closely with the Bank’s retail and other lines of business to ensure appropriate control design and test control effectiveness across organizational processes.   The Senior Internal Auditor, PBO/PBCS is responsible for planning, coordinating, and executing audits of the Bank's Preferred Banking Offices (PBO), Preferred Banking Client Services (PBCS), Deposit New Accounts as well as providing consultation on risks and controls throughout the retail line of business. In addition, this role may participate in other core audits or special projects where needed. This role has the option to be located in San Francisco or Los Angeles.   What you'll be doing as a Senior Internal Auditor, PBO/PBCS: -  Administer and execute PBO, PBCS and Deposit New Account audits including, but not limited to, (a) audit team planning, (b) scheduling and leading meetings, (c) general administration such as coordinating with Audit Administrator for workspace, badges, and logistics, (d) performing audit fieldwork using appropriate auditing methodologies and data analysis, (e) effectively lead resources assigned to audit project, (f) monitoring inflow and review of audit requests and workpapers for quality and adherence to standards within the audit management tool (TeamMate), (g) setting-up and administering audit status, exit, and close meetings, (h) report writing, (i) ensuring timely issuance of report, and (j) validating the remediation of audit findings. - Develop draft audit reports by identifying and gathering support for potential issues, ensuring findings are appropriately documented, recommending value-added solutions, and socializing findings and recommendations to the appropriate level of business management. - Perform reviews of work papers and audit reports prior to management’s final review. - Assist with creating the annual PBO/PBCS Audit Plan and Risk Assessment. - Ensure the overall quality, consistency, risk management and adherence to department and professional standards and identify opportunities for audit process improvement. - Establish and maintain strong relationships with PBO/PBCS management and support teams. - Remain current and increase knowledge of regulatory requirements that impact the organization, as well as in the areas of internal control, accounting, business, company products, and company information. - Support management initiatives and perform administrative responsibilities as needed. - Assist in special projects and non-PBO/PBCS related audit projects as needed. - Perform duties and responsibilities specific to department functions and activities. - Perform other duties and responsibilities as required or assigned. - 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) who enters into a relationship with the Bank is known and verified. DISCLAIMER 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
2022-16529
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
A culture that invests in you Eagle Lending is looking for an exceptional Professional Loan Portfolio Specialist to process individual approved loans, ensuring all required documentation is obtained, the loan file is complete and reconciles with Program terms. Additionally, the Loan Administrator, Support will partner with the Analysts and Sales team to provide ongoing servicing and support such as processing advances, payments and other critical transactions and maintaining and analyzing team reports. We’re looking for a self-starter who is eager to leverage their loan operations experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Team. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.    What you'll do as a Professional Loan Portfolio Specialist: - Manage assigned professional loan program amendments, ensuring all required documentation is obtained and the file is complete. Process relationship-based pricing letters and update UCCs as needed. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Partner with Loan Administration team and other PLP stakeholders to manage the Professional Loan Program inbox, responding to inquiries accurately and within SLA. - Work cross functionally to resolve issues while documenting and communicating lessons learned and best practices. - Monitor, update and prepare critical reports; acting or escalating as needed. - Utilize procedural guides, checklists, and other resources to process and support Professional Loan closings efficiently and accurately. - Actively participate in continuous process improvement by generating suggestions and participating in problem solving activities. - Performs other duties and responsibilities as required or assigned by supervisor.
Job ID
2022-16522
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position would be part of the PWM technology team that supports a Salesforce Cloud instance with a large user base. This role is expected to work with our business partners, to identify and develop new functionalities which add business value on the Salesforce platform. Need to be able to exhibit experience in detailed requirement analysis, software design, development, testing, and deployment. In addition, the Lead Salesforce developer will provide technical guidance and direction to a team of Salesforce developers. This position requires understanding of Salesforce data model especially Financial Service Cloud.   What you’ll do as a Lead Salesforce Developer: - Provide technical leadership to a team of Salesforce developers in helping create technical design and scalable solutions to meet business requirements and adhere to established Salesforce practices - Collaborate with architects, product managers and developers within and across scrum teams to design, develop, test and implement Salesforce Solutions for Private Wealth Management - Design and develop integrations with Salesforce and its ecosystem using established patterns for near-real time as well as batch process - Develop data migration methodology for Salesforce and execute scalable data migrations using established tool sets such as Data Loader CLI, Informatica etc. - Configure/Develop standard and custom components in Salesforce using lightening framework - Provide guidance, mentoring and ongoing coaching to develop team members and managing on and offshore technical resources - Support the technical project manager on various efforts between various IT and business groups. - Assisting with deployment management activities and ensuring team members can deploy the code via established CI/CD process - Responsible for supporting partner teams in educating and responding to end user issues and queries; Work with other operations and development teams to resolve issues as necessary
Job ID
2022-16519
City
San Francisco
State
CA
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)
The primary function of Senior Associate-Self-Directed/Non-Profit Client Services is to provide a wide range of service, business development, administrative, operational & business support to the growing Online/Self- Directed platform and the department head. As a team member you’ll have the opportunity to collaborate with the team, engage with clients as well as internal partners such as bankers, wealth managers and operational entities.   What you’ll do as a Senior Associate-Self-Directed/Non-Profit Client Services: - Client Service: support the team as a member with regard to client service and operational duties, including new accounts, trading, administrative functions and as well as working with our business partners within Private Wealth Management and the Bank - Business development: work with internal Bank and PWM team to identify and help onboard online clients - Project management: work on ad-hoc strategic initiatives with an operational - Business intelligence: work on data collection, organization, ad-hoc reporting and analytics in terms of producing information that can be helpful in departmental - Interdepartmental communications/liaison: liaise with internal partners (Operations, Wealth Managers, Technology, Trade Operations), regarding multiple tasks that can affect all - Departmental Policies & Procedures: assist with creation and review of departmental policies and procedures from an operational and maintenance requirement as well as risk and compliance - Review departmental daily workflow: review of new account and maintenance requests from bankers, wealth advisors, Wealth Management teams to ensure overall platform continuity, as well as review of exception - Ability to demonstrate leadership qualities
Job ID
2022-16512
Category
Wealth Management
City
New York
State
NY
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)
What you’ll do as an Executive Assistant to the Executive Chairman: - Heavy and complex calendar management - Management of a high volume of incoming calls, and internal and external correspondence - Composing drafts, emails, speeches, etc. - Compile expense reports - High volume of domestic and international travel arrangements - Management of external Board memberships - Frequent interaction with Board members and Executive Management - Projects that may include, but are not limited to: - Shareholder activities - Building of presentations/memos - Filtration of incoming submissions, reports, etc. and determine their significance/plan their distribution - Event planning and attendance - Liaison to family office for financial affairs - Personal and/or family assistance - Other administrative errands
Job ID
2022-16507
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
2022-16505
City
San Francisco
State
CA
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)
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
2022-16487
City
Boston
State
MA
Position Type
Regular Employee (REG)

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