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 7 of 26

The Corporate Security Analyst is responsible for providing professional security services to provide a safe environment for personnel, clients and visitors and to protect the property and assets at First Republic Bank. The Analyst has the primary responsibility for managing the team’s input, mitigation, disposition, and escalation process. The Analyst is a multi-faceted position requiring the ability to triage incoming communications and route matters in accordance to priority or category. Often the initial point of contact, Analysts must possess strong communication skills under stressful situations. Analysts perform administrative duties such as the issuance of physical access and alarm credentials. They also provide intelligence summaries on security issues and trends based on current information from government, industry, and other sources. Analysts also provide operational, strategic and tactical support to Corporate Security team members, internal and external partners and stakeholders, and other entities as directed.   The individual must be reliable, dependable, and a self-starter able to work within a team environment as well as independently. This position will be located in our [LOCATION] office.   What you'll do as a Corporate Security Analyst: - Manage daily tasks related to the department’s physical access control, intrusion alarm, video surveillance, and incident management system. - Make sound decisions and initiate action during high tension stressful situations. - Manage multiple security systems simultaneously. - Maintain situational awareness and knowledge of the Bank’s geographic locations. - Create accurate communications logs and accurately report incidents. - Monitor local, national, and international incidents that may affect bank assets or operations. - Utilize geographic information systems to assess potential risk and incidents that occur in proximity of Bank assets. - Prepare clear and concise reports and disseminate information as needed. - Prepare intelligence summaries and threat assessments as needed. - Perform tasks related to the provisioning of access profiles and alarm codes in a timely manner. - Escalate incidents and matters to team members as appropriate. - Perform duties and responsibilities specific to department functions and activities. - Perform other duties and responsibilities as required or assigned by the Director of Security.
Job ID
2022-16356
Category
Compliance
City
New York
State
NY
Position Type
Regular Employee (REG)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2022-16355
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The New Accounts Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to approving new account opening and maintenance, asset movements (disbursements), and  internal  client service.   What you’ll do as an Associate, New Accounts Operations: - Facilitate the client onboarding process for all new Investment This involves: Reviewing new account opening documentation - Ensuring that KYC standards are met - Tracking exception approvals and one-off requests - Approve account maintenance requests such as signer updates, trust conversions, POA additions, beneficiary updates, and other various maintenance - Answering client service help lines, answering routine questions and escalating issues to management, when - Ensuring compliance with both internal and regulatory policy and - Performs other duties and responsibilities as required or assigned by supervisor which may include special - Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.
Job ID
2022-16353
City
New York
State
NY
Position Type
Regular Employee (REG)
The Senior Operations Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to approving new account opening and maintenance, asset movements (disbursements), and internal client service.     What you’ll do as a Senior Associate, New Accounts Operations: - Facilitate the client onboarding process for all new Investment Professionals. This involves: - Reviewing new account opening documentation - Ensuring that KYC standards are met - Tracking exception approvals and one-off requests - Answering client service help lines, answering routine questions, and escalating issues to management, when appropriate. - Processing and reviewing incoming mail and checks - Depositing Checks - Approve account maintenance requests such as signer updates, trust conversions, POA additions, beneficiary updates, and other various maintenance requests. - Ensuring compliance with both internal and regulatory policy and procedures. - Performs other duties and responsibilities as required or assigned by supervisor, which may include special projects. - Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.
Job ID
2022-16352
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Director, Advanced Planner position services multiple client segments and will be responsible for the marketing, development, design, delivery, and implementation of comprehensive financial plans as well as other wealth planning deliverables. The Director Advanced Planner will serve the clients and prospects of several Wealth Managers in the San Francisco Bay Area.  The position offers an excellent opportunity for an individual seeking to build a career in financial planning and Wealth Management. Responsibilities range from client consultations, assessments, data collection, data input, analysis, client recommendations and client plan delivery.   What you’ll do as a Director, Advanced Planner:   Primary Responsibilities include: - Develop and deliver consultations, assessments or financial plans that include: - Compiling information, conducting research and assembling all applicable client data necessary to develop a solid, viable, meaningful financial plan; this process often involves direct contact with the client/client delegates and/or the need for investigative research using available online tools. - Utilizing financial planning software to build financial models based on client data and information compiled. - Independently analyzing data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the financial planning software. - Take the lead in developing, reviewing, and completing financial plans, client documentation and analysis. - Develop and maintain strong relationships with clients, accountants, and attorneys to ensure data, analysis and plans are accurate and complete. - Must be able to develop and maintain strong relationships with First Republic Relationship Managers, First Republic Investment Management Wealth Advisors and Wealth Managers. - Work independently on client cases. - Prepare, develop, and deliver financial plans to clients and prospects. - Actively engage internal partners and designated Wealth Managers. - Communicate directly with clients regarding the development of their financial plan. This may also include communicating with a client’s other advisors such as accountants and attorneys. Secondary Responsibilities: - Prepare appropriate engagement letters and welcome packages to be sent to clients. - Prepare and/or develop various analytics and presentations for use internally or with clients. - Collecting data and accurately using the data in financial planning software such as eMoney. - Manage and maintain confidential client information. - Being aware of and track client engagements and the work in progress as well as the work needed to complete the client engagement. - Maintain data needed to measure outcomes of the client engagements. - Coordinate with Wealth Advisors, Relationship Managers and Wealth Management teams and internal resources on client engagements. - Manage financial planning fee engagement invoicing. - Participate or lead various special projects related to planning.
Job ID
2022-16350
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The product manager joining our team will be responsible for transformation of business capabilities and the digital enablement of our internal users, primarily the Sales and Operations teams working on the loan origination system, nCino, for the Personal Line of Credit (PLOC) loan product. You will be expected to develop a deep understanding of user needs and business processes, identify areas of friction/opportunity throughout the customer journey, and drive delivery of complex initiatives that tackle both operational and technology challenges with a high level of ownership, visibility, and responsibility.   What you’ll do as a Product Manager: - Define user needs, process flows and translate to product requirements. Partner with development teams to release new features/function in a rapid, iterative, test and learn fashion - Facilitate cross-functional collaboration - engineering, architecture, design, product development, program management, operations teams, and business units - to deliver scalable and best in class solutions within desired timelines - Own the product roadmap and continuously groom and maintain the JIRA backlog; ensuring it accurately reflects both business priorities and technical feasibility/dependencies. - Breakdown challenges and tradeoffs options into simple terms, provide recommendations and drive consensus to keep momentum and deliver against committed timelines - Make tough priority calls and trade-offs balancing business needs with constraints of time, talent, and risk. - Be the voice of the user, ensuring deliverables released are of high utility and usability. Be responsible for planning, coordinating, and executing User Acceptance Testing, Production Smoke Testing etc. - Lead business change management activities as part of releases, including appropriate training, communications, and any other support processes required for a successful launch - Define KPI’s and manage capabilities to ensure appropriate measure of success are built into enhancements to accurately measure impact - Navigate a complex organization and variety of stakeholders to gain buy-in for new initiatives and lead cross functional projects - Become a subject matter expert for the new features and functionality so you can support the team with tasks such as data reviews, perform and coordinate user acceptance testing, defect triage, demos, production support, and training
Job ID
2022-16349
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Training and Development Specialist will facilitate training for banking teams within First Republic's footprint.  This position will involve working in a team to produce and facilitate New Hire curriculum, technical systems training and development programs as needed. This person is responsible for devising, monitoring and reviewing individual and classroom learning plans; producing training materials for in-house sessions; have an understanding of e-learning techniques, and where relevant, be involved in the creation and/or delivery of e-learning modules. The ideal candidate will possess a fun-natured, enthusiastic, and motivational personality, capable of thriving in a fast-paced and dynamic service based environment. The position will require exceptional written and spoken communication skills, interpersonal skills that allow you to work with people at all levels, initiative and the ability to offer new ideas and solutions, good time management to effectively manage training schedules. He/she will report directly to the Deposit University Training Manager.   What you’ll do as a Training and Development Specialist: - Facilitate classroom style training on critical client service, processing, stoft skill, and system enhancement topics. - Develop and maintain current training materials, including guides, activities, self study modules, databases, and reports - Observe in-class performance and manage post-training certification for all participants.  Review trainee knowledge to determine readiness and/or additional training as needed - Monitor participants' knowledge before and after training and provide additional coaching and feedback to management. - Use a variety of instructional methods to ensure maximum delivery effectiveness - Work closely with management to address any identifyed opportunities for improvement - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2022-16342
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential.  The Assistant Product Manager, Treasury Management is responsible for supporting the Product Manager with all facets of Treasury Management products which may include, but is not limited to, Commercial API’s, Reporting Products, Electronic Bill Payment and Presentment (EBPP), Check Outsourcing and Real Time Payments. This role requires strategic thinking and collaboration and will have the individual working with all product managers and sales teams on creative packaging/bundling and offering of tailored solutions to specified verticals to help achieve deposits, interest and non-interest growth income goals. The ideal candidate should also have experience working in an Agile environment. This individual will also assist the Product Manager in the planning and implementation of Treasury Management overall product strategy. This includes, building business cases to explore and pursue new initiatives, go-to-market planning, performing competitive analysis, and analyzing product performance to understand sales growth and performance drivers. Additionally, this role serves as a product offering advocate and spearheads activities necessary to implement new products, and projects with applicable internal and external resources, accomplishing performance goals and objectives. This individual will partner with our training team to develop product trainings for staffs and clients. They will also serve as a subject matter expert, supporting the product manager, for all assigned product offerings. This role partners with cross-enterprise matrixed teams for assigned products, to create and manage business cases, ongoing service levels, and customer experience.   What you’ll do as an Assistant Product Manager, Treasury Management colleague:   Responsibilities - Responsible for support through the full lifecycle of assigned products including development, maintenance, enhancements, and decommissioning. - Support launch, migration, and communications plan for assigned products - Assist in Management of business deposit, payment and reporting products, including P&L management, product strategy and market / competitive analysis. - Assists with research, analysis, design, development and implementation of new products and or modification and enhancements to existing products. - Develop and distribute appropriate communications to stakeholders. Develop and distribute management reporting. - Collaborate with cross-enterprise matrixed teams for assigned products to create and manage user stories, ongoing service levels and customer experience. - Develop user stories, obtain approvals, monitor results and effectiveness of service delivery and perform ongoing analyses as required. - Assist with demos, trainings and client calls as needed
Job ID
2022-16341
Category
Deposit Services
City
New York
State
NY
Position Type
Regular Employee (REG)
You would be responsible for overseeing the loan processing team and ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on effective pipeline management as well as your own production responsibilities which include successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as Team Processing Manager: - Management and development of Loan Processors in the Region - Manage number of loans in pipeline for each processor on team to make sure loans are distributed evenly and to ensure that team Service Level Agreements (SLAs) are met.  - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Process/Underwrite a variety of complex loans including, but not limited to, Construction, Commercial Real Estate, complex entity structures, and unsecured loans. - Train new hires and ensure existing members are cross trained - Schedule bi-weekly meetings with team support to keep abreast of any issues, relay new industry/bank policy changes, or to assess any training opportunities. - Act as first point of escalation for issues that arise. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2022-16325
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Audio & Video Engineering Manager will be responsible for the vision, strategy and planning for all engineering aspects of audio and video service delivery to the FRB organization. This role will lead a technical team to design and implement solutions to support both external and internal services. The role will also work closely with original equipment partners and service providers in unison with the Vendor Management team at the bank to ensure product pricing and service delivery are managed closely with the appropriate supporting documents. As part of the ongoing management of the area this person will be accountable for ensuring the equipment in operation has maintenance contracts, the asset lifecycle is closely managed and replacement of equipment is performed in a timely manner.   What you’ll do as a Manager, Audio & Video Engineering: - Manage the daily activity of the Audio & Video Services technical team including Unified Communications voice, conference, video, contact center and call recording solutions. - Work with the business, IS department and third-party vendors to enhance the external and internal user experience for voice services including the development and ongoing management of a 3 year roadmap, asset lifecycle management for all hardware and software assets. - Work closely with the End User Services management team to ensure the Field Services team is furnished with the right type and level of documentation to support end user needs via incident and request management. The role will meet on a regular basis with the personnel in field Services to review and analyze incident and request data to identify trends in this area and ensure solutions being selected enhance the end user experience. - Provide technology audit coverage for technology and integrated audits through risk assessments, audit planning, testing, reporting, and issue closure verification. - Data Analytics Driven. Able to perform basic data analytics such as cleansing/importing data sets into Excel and filtering the data to determine linkages between data sets, trending, or visualization of result. - Present and communicate issues to management build effective relationships with key stakeholders and colleagues.
Job ID
2022-16314
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Manager of the Compliance Processing Team has an overall responsibility for ensuring all operational, monitoring, and risk activities for the bank are adhered to and in compliance with regulatory, legal requirements, and tax reporting.   This role must have a broad range of experience in the following areas, year-end tax processing, legal order processing, bankruptcy reporting and correction of monetary errors including interest adjustments.  Ensures the team conducts effective regulatory compliance monitoring activities for excessive transactions, CD early penalty withdrawals, compliance with Regulation O overdraft requirements and GL certification.  Ensure effective completion of unclaimed property, dormant account monitoring, remittance activities for State Bar Associations and escheatment.     Will work well under general supervision, demonstrate good judgment capabilities, provides a high level of client service, and have effective relationships with representatives from various lines of businesses. This manager position will foster a strong team environment with regular client contact, responsible for identifying and resolving issues of moderate complexity.  This position requires strong communication skills and attention to detail.   What you’ll do as a Manager, Regulatory Compliance Processing:   Provides direction and oversight of multiple functional areas, including operational support procedures, legal processes, account escheatment, account corrections, IRAs, legal trust accounts, decedent account processing, UTMA/Coogan, B-Notice processing, W8 FATCA/Backup withholding, Year-End tax reporting, and deposit processing and balancing.   - Communicate with internal and external clients, providing excellent client service and ensuring client relationship is maintained at the highest possible level.  Excellent verbal and written communication skills are required. - Oversee department operational and regulatory policies and procedures to ensure optimum efficiency, effectiveness, and compliance. Direct the operations of Compliance Processing, ensuring the department meets organizational, operations, and service growth plans. - Identify operational process gaps, provide recommendations, and drive implementation of fixes with cross-functional partners. - Acts as a liaison with examiners and auditors to provide reports and requested documentation. - Provide ongoing feedback to improve quality and process efficiencies. - Partner with other teams, i.e., Call Center, Bankers Helpline, Item Processing, Accounting, etc., as needed. - Proven ability to handle pressure, multi-task, and always prioritize work. - Exceptional problem-solving proficiency and great attention to detail. - Contribute to ongoing evolution of risk management policy and procedure. - Perform duties and responsibilities specific to department functions and activities. - Proficient with MS Office software; Outlook, Word, and Excel. - Performs other duties and responsibilities as required or assigned by Manager. - 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
2022-16309
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As part of the Information Services, the Lending Technology Team drives the vision to create an industry leading, client-centric lending technology experience. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.   This position reports to Director of Lending Technology, leads development, implementation, and support of Lending Technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience maintains the highest standards of the Bank. He/she must be a highly motivated, quality driven Salesforce nCino Developer for the team. This position requires knowledge and experience with nCino and Salesforce ecosystem, Salesforce APIs, Integration with vendors, and Messaging. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation, and other related activities across various IS groups.   What you’ll do as a Senior Salesforce nCino Developer: - Lead end-to-end (conception, development, maintenance, and evolution) implementation of nCino and Salesforce platform solutions. Includes working as an effective liaison between the front office, business units and other technology groups to ensure that client needs are addressed while maintaining alignment to the Lending goals and strategy. - Develop custom nCino and Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers. - Identify enhancements and work directly with stakeholders to provide solutions. - Collaborate with the architecture group to define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Maintain and enhance workflows and functionality within nCino and Salesforce Lightning. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Work with peers to perform Code Reviews to ensure code governance model and adherence to the established development process is followed - Perform ongoing customizations to product features and integrations with other Systems. - Document standard operating procedures for the nCino and Salesforce tech team. - Manage deployments for both metadata and record-based configuration through the Bank’s standard release management and Autorabit too
Job ID
2022-16308
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Software Engineer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develop applications that are highly available, reliable, performant, scalable, maintainable, are well structured, backed by automated tests, and include sufficient comments and documentation - Work independently to implement solutions - Provide technical feedback and reviews to other engineers working on the same project - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on experience in multiple programming paradigms, not limited to Object Oriented
Job ID
2022-16307
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you'll do as a PWM Advisor Onboarding Associate: - Engage with all aspects of PWM and provides excellent exposure to cross-functional department business partners and to Executive Management - Cover 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 - 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
2022-16305
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16304
Category
Wealth Management
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16302
Category
Wealth Management
City
Boston
State
MA
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
2022-16301
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16297
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16294
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16289
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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