Client Service Specialist

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 In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.

Qualifications:

You could be a great fit if you have: - A bachelor’s degree - Two or more years of customer service experience, with an emphasis on building client relationships and providing excellent client service - An understanding of banking and lending - The ability to review and analyze data reports and manuals - Strong computer skills, including proficiency with Microsoft Office - Excellent written and verbal communication skills - Strong interpersonal skills and an exceptional client service orientation - The ability to pay close attention to detail with accuracy - Strong organizational skills including the ability to work independently, meeting deadlines, and the ability to thrive in a fast-paced environment - A commitment to further the First Republic 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.   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: Mayor Bill de Blasio announced that, 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.

Responsibilities:

Common goals, uncommon potential As a Client Service Specialist, you’ll help optimize the Executive Managing Director’s efficiency through effective administrative support, including interacting with clients, prospects, and employees; answering the telephone; scheduling meetings and appointments; making travel arrangements; preparing correspondence; and managing special projects. You’ll be responsible for assisting Relationship Managers and Loan Specialists with their day-to-day duties, which may include a variety of analytical and client service–orientated tasks. In this position you’ll have the opportunity to serve as a liaison between Relationship Managers and Private Banking Officers, lending personnel, and clients.   What you’ll do as a Client Service Specialist: - Respond to incoming phone calls, internal and external, as well as handling incoming and outgoing mail. - Coordinate and set up meetings, including gathering and preparing agendas and materials and arranging logistics (conference room, bridge line, videoconferencing) and coordinate internal and external client events. - Make catering arrangements for team and client meetings. - Prepare memos, letters and other documents and reports for internal and external distribution, independently translating conceptual direction into succinct communications. - Copy, file and distribute various reports and documents - Support the loan process. This includes gathering loan documentation and placing it in the appropriate system files, sending loan applications to clients, preparing loan option and preparing preapproval letters. - Follow up with delinquent clients. - Submit expense reports, sponsorship requests and check requisitions. - Create and maintain client and prospect address lists for marketing mailings and various other mailers. - Order office and marketing supplies and create marketing packages. - Prepare Realtor flyers for property listings. - Learn to obtain property insurance for team processor loans. - Lead and manage special projects on behalf of the Executive Managing Director. - Directly communicate with all levels of external clients and prospects as well as internal team members, including senior executives. - Navigate the organizational infrastructure to solve or resolve problems. - Provide input and suggestions for process improvements. - Keep up-to-date with all aspects of the Bank and identify potential issues to the Executive Managing Director before they escalate. - Schedule appointments and maintain the calendar for the Executive Managing Director, including making travel and hotel arrangements, which requires independent decision making and good judgment - Maintain a flexible work schedule.