Private Client Associate
$20 - $30 per hourEast West Bank
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.OverviewEast West Bank is currently seeking Private Client Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational excellence. The Private Client Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions.ResponsibilitiesWork closely with Private Bankers or Private Client Advisors to provide banking services to customers and to build relationships, uncover, and satisfy their financial needs.Process new accounts for consumer and commercial clients.Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.Achieving operational excellence at all times by ensuring that ALL staff members comply with Bank Policies and Procedures, the Bank Secrecy Act, the Gramm-Leach-Bliley Act (Privacy), Fair Lending regulations, and other state and federal regulations.Enhancing customer satisfaction by consistently engaging and connecting with customers to exceed service expectations in timely manner and by effectively resolving problems.Provides access and information to customers about the many products and services East West Bank offersPerforms other duties as assigned.QualificationsMinimum of 1-2 years previous customer service experience for high net worth clientsBachelor's Degree or equivalent preferredBilingual in Mandarin and/or Cantonese strongly preferredMust be able to work under minimal supervision and work well under pressureMust organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experienceExcellent communication skills (verbal, non-verbal, as well as written)Excellent customer service skills, ability to communicate clearly with customersMust have strong time management skills and be able to work a flexible schedule, including overtime and weekends.Ability to build effective relationships with customers, staff and members of the community.Strong problem solving and decision-making skillsCompensationThe base pay range for this position is USD $20.00/Hr. - USD $30.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.Job SummaryJob ID: 2026-13523Category: Wealth ManagementPosition Type: Full-Time
$28 - $45 per hour
...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$81.13k - $164.57k
...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...a firm.KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities...SuggestedWork at officeLocal areaRelocationRelocation package$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office- ...Job Description Overview We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will... ...related training with three years of customer service experience. Or Associate’s degree in related field with two years of customer service...SuggestedWork at office
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills to...Temporary workWork at officeLocal area- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...
$85k - $120k
...have at least 3+ years experience in the Private Wealth Management business and are ready... ...about delivering an exceptional client experience and ready to help run a large... ...looking for a Senior Registered Client Associate to:• Take ownership of all administrative...Full timeFlexible hours$34.62 - $52.4 per hour
About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.In this role you will:Assist Financial Advisor...Ongoing contractFull timeWork experience placementWork at officeImmediate start$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
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$75k - $90k
...passion for connecting with people? We are looking for a Sr. Client Relations Associate to join our dynamic team. In this role, you will provide... ...check due to job duties involving: * Access to private and public work locations, including sensitive areas * Operation...Full timeFor contractorsWork at officeMonday to Friday- ...Senior Client Experience Associate Keystone Pacific Property Management, LLC is a prestigious community management firm headquartered in Irvine, CA, with offices throughout Northern and Southern California, Colorado, and Idaho. Since 1982, we have led the way in providing...Temporary workWork at officeFlexible hours
$90k - $110k
AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...$65k - $85k
...Please share an example of how you deliver exceptional client service. We’re looking for a Client Associate to: Keep management systems up to date with accurate... ...initiatives The team You’ll be working in the Private Wealth Management desk in Los Angeles. Our team delivers...Full timeWork at officeFlexible hours- Bank of America seeks a Wealth Management Client Associate in the Advisor Development Program (WMCA-ADP). This entry role trains you to become a Financial Advisor, starting with earning SIE, Series 7, and Series 66 licenses within 120 days while supporting Financial Advisors...Traineeship
$60.5k - $90k
...fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new... ...teams contributing to the satisfaction, retention, and growth of client relationships. You will join a team of dynamic, collaborative,...Temporary workWork at officeFlexible hours- Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment. The role emphasizes client advocacy, operational excellence, and adherence to bank...
$24.03 - $33.65 per hour
...fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Summary The Client Relationship Associate (CRA) will partner with our wealth...Temporary workWork at officeFlexible hours- Client Scheduling Associate Remote | Flexible Schedule | Training Provided About the Role We're looking for organized, responsive individuals to help clients stay on top of schedules, confirmations, and important planning details. As a Client Scheduling Associate , you'...Remote workFlexible hours
$110k - $130k
The Client Portfolio Associate is a key member of the Client Portfolio Management (CPM) group and broader sales teams, with a primary focus on portfolio analysis and competitive intelligence. The role develops differentiated insights on investment strategy positioning,...$55k - $65k
Connecting Creative Minds, Arts & Creative Opportunities and Jobs Rago/Wright is looking for a Client Management Associate to join our collaborative team to provide comprehensive administrative support to specialists and serve as the first point of contact in our LA Modern...Work at office$60k - $70k
...Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span... ...and grow. ABOUT THE ROLE The Client Management Associate will play an essential role on Orchestra’s Client Management...Full timeImmediate startRemote workShift work$50k - $60k
...insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand...Work experience placementInternshipRemote work- ...About the job Client Service Associate About Lorygen Group Lorygen Group is committed to helping businesses create positive customer experiences through professional service and meaningful engagement. We value teamwork, communication, and continuous professional...
$120k - $225k
...Job Description Job Description Associate Attorney - Private L&E Established (40+ Years) AM Law 200 Defense Firm Seeking Associate Attorney... ...motions and briefs, and handling depositions Representing clients in evidentiary hearings, status conferences, dispositive...Ongoing contractPrivate practiceWork at officeLocal area- ...LLP Real Estate & Corporate law and litigation; Community Association Law · Pasadena, California Real Estate Attorney- Litigation... ...trial • Serve as general counsel to community association clients on real estate and common interest development law; assisting...Full timeWork at officeFlexible hours
$115k - $160k
...collaborative boutique environment. This opportunity is ideal for an attorney who wants hands-on litigation experience, direct client interaction, courtroom exposure, and the ability to manage sophisticated enforcement matters from inception through recovery. Why...Full time
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