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
- ...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a full time Client Experience Associate within PNC's Retail Banking organization, you will be based in Phoenix, AZ at the Alhambra Branch. 1849 W Glendale Ave....SuggestedFull timeTemporary workWork experience placementWork at office
- ...thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's...SuggestedWork at office
$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$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience...SuggestedWork at office$34.32k - $90k
Job DescriptionPOSITION SUMMARYRegistered 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...Temporary workWork at officeLocal area$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$80.1k - $128.16k
...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong...Temporary workLocal areaFlexible hours$100k - $130k
...forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.... .... As part of this broader organization, the Sr. Client Service Associate within US Institutional contributes directly to client...Full timeWork experience placementWork at officeLocal areaWorldwide$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...Work at office$265k - $320k
...Job Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los Angeles. This is an exceptional opportunity for an attorney interested in sophisticated estate planning, wealth...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible 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...- ...Client Relations & Lifestyle Associate We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent... ...the company at business dinners, lifestyle events, and private gatherings. Understand client preferences and...
- ...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....Seasonal workWork at officeWork from homeShift workDay shift
$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... ...background check due to job duties involving: Access to private and public work locations, including sensitive areas Operation...Full timeFor contractorsWork at officeMonday to Friday$64k - $94.99k
...About this role: Wells Fargo is seeking a 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$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- ...Client Associate CBIZ Valuation Group, a national practice of CBIZ, excels as a premier full-service valuation advisory firm. We are known for our comprehensive services, industry expertise, and professionalism. As one of the largest independent valuation firms in...Currently hiringLocal area
$22 per hour
...Client Services Associate SAGE Counseling's Client Services Associates (CSA) are primarily responsible for being the first point of contact for SAGE clients and referral sources. CSAs aid with appointment scheduling and a variety of administrative, coordination, and...Hourly payFull timeWork at officeRemote workMonday to Friday$71.6k - $101.6k
...institutions. Together with Sunflower Bank, we are committed to helping clients achieve their financial goals through a relationship-focused... ...motivated individual to fill the full-time Client Service Associate position at our Los Angeles, CA Location. The salary...Full timeWork at officeFlexible hoursNight shift- ...About the job Client Service Associate About Lorygen Group Lorygen Group creates promotional experiences that help businesses connect with customers and strengthen brand awareness. We value teamwork, professionalism, and delivering positive experiences during...
$50k - $55k
...within a dynamic environment. Job Description Job Description We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary point of contact for clients, ensuring seamless communication...Full timeWork at office- ...About The Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. Glendale, AZ | Full-Time About The Role We’re looking for a personable and organized Client Services Associate...Full time
$72.82k - $116.51k
...differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my...Rotational programFull timeTemporary workInternshipLocal areaFlexible hours- ...Litigation Attorney positions following an influx of work from new clients. This established employment defense group represents mid-cap... ...the annual hours requirement.Hours:1,850 annual hours for associates. Senior Counsel positions have an 1,800-hour annual requirement...3 days per week
- We are looking for a practical, business-focused attorney to provide legal guidance for a growing healthcare organization in California. This Long-term Contract position offers the chance to work closely with operational and clinical leaders on complex legal matters involving...Long term contract
$200k
Top Global Company Seeks Senior Employment CounselAbout Firm & Position:A global company and a large, established legal team is expanding its in‑house capabilities. As more employment matters are handled internally, the Senior Employment Counsel role is newly created to...- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- TAMAR SECURITIES, LLC is seeking a Registered Client Service Associate to deliver exceptional financial services to high-net-worth Clients. You will be the primary contact between clients and advisors, handling onboarding, estate planning inquiries, and investment options...
- FUGA, a Downtown Music company, seeks a hybrid Client Support professional in Los Angeles to be the first contact for clients and DSPs. You will email support via Zendesk, troubleshoot issues, and collaborate with global teams to improve products. A data-driven, detail...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Associate. Be the first to apply!



