PWM Client Service Associate | Winter 2023 (Hybrid)
At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.
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 a PWM 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.
You could be a great fit if you have:
- Are graduating in 2022 and able to start full time in January 2023, with a BS/BA degree in Business, Finance, or related field preferred, or sufficient experience with relevant certifications
- Ability to obtain the SIE, Series 7 and 63 licenses preferred, Series 65 or 66 licenses within the first six months of employment
- Knowledge of Bloomberg, APX or custody system a plus
- Strong analytical skills with the ability to synthesize information
- Strong presentation skills; comfortable speaking in front of clients and potential clients
- Proven self-starter with the ability to think and work autonomously
- Team player willing to help and learn from others
- Excellent written and verbal skills with careful attention to detail
- Must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why should you apply to this role?
- Competitive compensation and benefits package (ex. 401(k) match, student loan repayment)
- Training, education & licensing (Securities Licensing, tuition reimbursement program)
- An intensive, collaborative training program that begins with two weeks on-site in our San Francisco home office, followed by weekly classes with the training team in your local office
- We also want to immerse you in the First Republic culture. Since one of our core values is have fun, we’ve sprinkled in activities throughout the two-week training program and there after!
- Structured mentorship program
Own your work and your career — apply now
Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.
We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment, and stability — that’s the First Republic way.
We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.
If you are curious to learn more about this opportunity, we'd love to hear from you.
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.
First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.
For New York City-based roles: Effective December 27, 2021, all private sector employers in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.