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Client service associate

First Republic Bank

This is a Full-time position in Los Angeles, CA posted December 18, 2019.

Job Description Description Client Service Associate Century City, CA 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.

Incredible teams doing exceptional work, every day First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals.

We offer customized wealth management 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.

Responsibilities The primary function of the Client Service Associateis to provide 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 team of same and to be the first point of contact for clients or prospects.

Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.

What you will 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.

Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate.

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.

Place equity, mutual fundand fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system.

As necessary, utilize custodial websites, CRM client database and APX portfolio management system.

Produce reports upon request.

Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).

Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals.

Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.

Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.

Responsibilities include the following: 1) adheringto and complying with the applicable, federal and state laws, regulations and guidance, includingthose related to Anti-money laundering (i.e.

Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completingrequired 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.

Qualifications What skills you will use: At least 1 year of related experience BS/BA degree in Business, Finance or related field, or equivalent experience Exceptional interpersonal skills to interface with clients, prospects, custodians and colleagues Excellent customer service skills Use of considerable tact and discretion when dealing with client or sensitive data Ability to work independently under minimal supervision Excellent organizational, communication (both verbal and written), and client relati