Phone: 1 (317) 975-1773

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2021 PWM Full-Time Opportunity at First Republic

We are excited to share an opportunity for a Full-Time focus on Private Wealth Management with First Republic Bank.

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.

As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams. This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client-centric mindset to provide outstanding service to both internal and external clients. As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.

1. Please reference this link to learn more about this role:
Client Service Associate


2. Complete Survey to Express Interest by October 31st
Full-Time UGrad Opportunity with First Republic Bank Survey