Sunday , February 21 2021

First Republic Bank Careers – New Accounts Associate

Job Description:

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.

Job Responsibilities:

  • Ensuring that KYC standards are met
  • Tracking exception approvals and one-off requests
  • Reviewing new account opening documentation
  • Performs other duties and responsibilities as required or assigned by supervisor which may include special
  • Ensuring compliance with both internal and regulatory policy and
  • 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
  • Facilitate the client onboarding process for all new Investment This involves:
  • Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.

Job Requirements:

  • Client service skills
  • Attention to detail and high degree of accuracy and consistency
  • Ability and desire to work in a fast paced oriented environment
  • Communication skills (both verbal and written)
  • Use of considerable tact and discretion when dealing with client or sensitive data
  • Finra Series 7 and 24 licenses are a plus
  • Organizational skills
  • Ability to handle pressure, multi-task and prioritize work at all times

Job Details:

Company: First Republic Bank

Vacancy Type:  Full Time

Job Location: Los Angeles, CA, US

Application Deadline: N/A

Apply Here

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