Client Experience Associate

First Republic New York , NY 10007

Posted 3 weeks ago

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.

Administrative Services and Facilities comprises several groups supporting corporate office operations for First Republic, including Facilities, Corporate Purchasing, Mail Room, Reception, and Architectural Design & Development. Our people serve our colleagues' in-office needs in multiple regions throughout the United States.

Common goals, uncommon potential

As the Client Experience Associate, you will be responsible for answering incoming calls, greeting clients and guests, scheduling and maintaining conference room calendars and distributing incoming mail and deliveries. You will use your customer service skills to courteously and helpfully assist customers, vendors and others contacting the company and maintain a professional working environment.

What you'll do as a Client Experience Associate:

  • Create a memorable customer service experience for current and potential clients and provide ongoing support to internal colleagues.

  • Handle clerical duties, such as answering and directing incoming calls, greeting clients and guests and distributing mail and packages.

  • Assist associate with scheduling conference rooms and bridgelines.

  • Maintain a professional working environment, including the upkeep of the conference rooms and lobbies throughout the day to ensure they are tidy and welcoming for guests.

  • Perform opening and closing procedures for the front desk; perform security watch during business hours for all parties entering the office.

  • Assist with small projects and tasks for local managers.

  • Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures.

  • Identify and report suspicious activity to the Anti-Money Laundering Officer.

  • Know and verify the identity of any client who enters into a relationship with the Bank.

You could be a great fit if you have:

  • Excellent written and oral communication skills

  • The ability to effectively present information in one-on-one and small group situations to clients, vendors and other employees

  • Experience with hardware tools and electrical equipment

  • Proficiency with basic computer programs

  • Attention to detail

  • An orientation toward being a team player and providing extraordinary service while furthering the First Republic Bank culture and values

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.

  • Must be able to communicate effectively via telephone and in person.

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.


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Client Experience Associate

First Republic