Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Associate

$20 - $30 per hour

East 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Associate in Pasadena, CA vacancy
  • $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... 
    Suggested
    Work at office
    Local area
    Relocation
    Relocation package

    KPMG

    Los Angeles, CA
    4 days ago
  •  ...Registered Private Wealth Client Associate Los Angeles, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    5 days ago
  • $25 - $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.... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    5 days ago
  • $70k - $110k

     ...Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth solutions and requires a Bachelor’s Degree and a plan to attain the Series 65 license. You’ll work with teams across... 
    Suggested

    Jobot

    Pasadena, CA
    1 day ago
  • $70k - $110k

     ...Client Associate - Top Wealth Management Firm Salary: $70,000 - $110,000 per year A bit about us We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard... 
    Suggested
    Local area

    Jobot

    Pasadena, CA
    3 days ago
  • $25 - $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.... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank-of-Americ

    Los Angeles, CA
    1 day ago
  • $21.15 - $31.73 per hour

     ...Client Associate This is a part time position at 19 hours per week. Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate, become a trusted resource... 
    Part time
    Flexible hours

    Royal Bank of Canada

    Pasadena, CA
    1 day ago
  • $34.32k - $90k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Los Angeles, CA
    2 days ago
  • $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... 
    Work at office

    East West Bancorp

    Pasadena, CA
    5 days ago
  • Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support personal lines client accounts with policy servicing, communications, and carrier coordination. A valid P&C license is required, and California personal lines... 
    Remote job
    Work at office

    Insurance Office Of America, Inc.

    Alhambra, CA
    3 days ago
  • $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 time
    Flexible hours

    UBS

    Los Angeles, CA
    4 days ago
  • $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

    Vodia Ventures

    Pasadena, CA
    1 day ago
  • 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

    UBS

    Los Angeles, CA
    3 days ago
  •  ...Registered Client Associate In Wealth And Investment ManagementWells 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... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Los Angeles, CA
    3 days ago
  •  ...Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued.... 

    Jobot

    Los Angeles, CA
    1 day ago
  •  ...Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative... 
    Flexible hours

    Royal Bank of Canada

    Los Angeles, CA
    4 days ago
  • $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 time
    Work at office
    Flexible hours

    UBS

    Los Angeles, CA
    2 days ago
  •  ...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... 

    Worthland

    Los Angeles, CA
    3 days ago
  • $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... 

    AltsWire

    Los Angeles, CA
    1 day ago
  • $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 placement
    Internship
    Remote work

    Atticus

    Los Angeles, CA
    2 days ago
  •  ...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 work
    Work at office
    Flexible hours

    Keystone Pacific Property Management

    Los Angeles, CA
    1 day ago
  • J.P. Morgan Advisors in Los Angeles, CA is seeking a Client Associate to deliver personalized wealth management support to ultra-high net worth clients. You will work closely with Financial Advisors to provide tailored solutions and build lasting client relationships in... 

    Testing Site - JPMC

    Los Angeles, CA
    1 day ago
  • $60k - $70k

     ...Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span...  ...staff develop and grow. ABOUT THE ROLE The Client Management Associate will play an essential role on Orchestra’s Client Management... 
    Immediate start
    Remote work
    Shift work

    Orchestra

    Los Angeles, CA
    3 days ago
  • $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

    Artjobs

    Los Angeles, CA
    5 days ago
  • $57.78k - $80k

    Job Description The Client Relationship Associate plays a critical role in supporting the daily operations of the practice and delivering an exceptional client experience. This individual will work closely with advisors and clients while helping manage administrative, operational... 
    For contractors
    Work experience placement
    Work at office

    130 Raymond James Financial Services, Inc.

    Glendale, CA
    3 days ago
  • $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 work
    Work at office
    Flexible hours

    EP Wealth Advisors, LLC

    Los Angeles, CA
    1 day ago
  •  ...business owners and hiring managers, introducing our staffing services, and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive great service and support. No experience in sales? That’s... 
    Work at office
    Local area

    Go-Staff, Inc

    Los Angeles, CA
    14 days ago
  •  ...Dogpound Client Services AssociateThe face and frontline of Dogpound: the ultimate Dogpound Brand Ambassador, you are the first client experience and point of contact for Dogpound. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family... 
    Hourly pay
    Full time
    Weekend work
    Afternoon shift
    Early shift

    Dogpound Fitness, Inc.

    Los Angeles, CA
    4 days ago
  • $75k - $110k

     ...accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes. Job Description The Client Service Associate collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net... 
    Full time
    January start
    Work at office

    Whittier Advisors

    Los Angeles, CA
    4 days ago
  • $180k - $225k

     ...you will be responsible for:  Achieving strong outcomes for clients by applying advanced litigation expertise to complex liability...  ...area AND Member in good standing of the California State Bar Association Experience with Microsoft Office and Adobe Experience... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Visa sponsorship
    1 day per week

    Zurich Insurance Company Ltd.

    Pasadena, CA
    6 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Associate. Be the first to apply!