Senior Client Services Associate
$20 - $30 per hourEast West Bancorp
Senior Client Services Associate
East West Bank is currently seeking Senior Client Services 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 Senior Client Services Associate will also be responsible for Reinforcing East West Bank's Vision, Mission, and Values through words and actions.
Responsibilities:
- Work 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, account maintenance services; 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 offers
- May performs other duties as assigned.
Qualifications:
- Minimum of at least 3-5 years of previous customer service experience for high net worth clients
- Bachelor's Degree or equivalent preferred
- Bilingual in Mandarin and/or Cantonese strongly preferred
- Must be able to work under minimal supervision and work well under pressure
- Must organize and coordinate multiple assignments and follow through to completion while ensuring a consistent customer experience
- Excellent communication skills (verbal, non-verbal, as well as written)
- Excellent customer service skills, ability to communicate clearly with customers
- Must 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 skills
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation:
The 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.
East West Bancorp$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...SeniorWork at office$265k - $320k
An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate...SeniorFull time$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...SeniorFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours- IEQ Capital in Los Angeles is seeking a motivated Senior Associate to help manage key elements of the client relationship and operational support for the team.... ...Ideal candidates have at least 2 years in financial services, a Bachelor's degree, and strong organizational...Senior
$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...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
Job Description Registered Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a client...Temporary workWork at officeLocal area$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work$85k - $105k
...Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent... ...traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and...Full timeWork at officeLocal area- ...Treasury Management Client Services Associate The Treasury Management Client Services Associate is responsible for delivering excellent client... ...Pay, Lockbox, and Commercial Cards under the direction of senior staff Respond to Treasury Management client inquiries via...Work at officeLocal areaRemote work
$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$96k - $127k
Third Bridge is looking for a Client Services Associate based in Los Angeles, California. This role offers a career launchpad for ambitious individuals who thrive in fast-paced, target-driven environments. As an Associate, you will engage industry experts to deliver insights...$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...- Cathay Bank is seeking a Client Service Associate in California to partner with AVP/VP and Relationship Managers to build and manage commercial client relationships. You will support daily banking operations and ensure accuracy in documentation and approvals. The role...
$96k - $127k
Third Bridge Group in Los Angeles is looking for a Client Services Associate. In this role, you'll engage with industry experts, ensuring clients receive the insights they need promptly. The position offers great career progression with a clear pathway to management within...- 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
$50k - $62k
...support professional in Los Angeles, CA. The role focuses on managing front-desk activities and ensuring professional service is delivered to clients and staff. With responsibilities ranging from reception coverage to conference room management and administrative tasks...Work at office$90k
...0 investment firms, offering clients 24/7 coverage through our team... ...and quickly. The Survey Associate position is a key enabler in... ...clearly to people at all levels of seniority. Action-Oriented: You don't... ..., process-oriented, client-servicing environment Superior writing...Flexible hours$96k - $127k
Join Third Bridge Group in Los Angeles as a Client Services Associate. You will play a crucial role in finding and engaging industry experts to provide insights for our clients, often under tight deadlines. This position offers a dynamic environment where you’ll develop...- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
- Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
$55k - $65k
...leading middle-market investment bank and full service broker‑dealer. With roots tracing back to 1881... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch...Local area- Bel Air Investment Advisors, an advisory practice of Hightower, is seeking a Client Service/Advisory Associate to support the team in Los Angeles. You will coordinate service and operational functions to ensure timely and accurate servicing of clients and investments. The...
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...Remote job
- Mercer Advisors in California is seeking a Service Operations Associate I to support the Client Service department with administrative and transactional tasks, including paperwork, money movement, and account maintenance. This role operates from a centralized queue to...
- Third Bridge is seeking a Client Services Associate in a fast-paced, high-energy environment. You will find, call, and engage industry experts to deliver insights for clients, often under tight deadlines. You’ll develop commercial awareness and business acumen, with opportunities...
$98.9k - $124.4k
Andersen is seeking a Senior Associate in their Private Client Services practice located in Los Angeles. This role involves managing complex tax returns and providing consulting services to sophisticated clients, including wealthy families and family offices. Ideal candidates...SeniorPrivate practice$56k - $102k
BNY is seeking a Senior Associate, Fund/Client Accounting to conduct accounting services for clients, including determining net asset values and preparing reports. The ideal candidate will have 5-7 years of experience, preferably with a Big 4 accounting firm, and a Bachelor...Senior$24.38 - $26.59 per hour
People Drive Our Success GENERAL SUMMARY The Client Service Associate is responsible for partnering with AVP/VP, Client Service Manager and Relationship Managers to establish and manage relationships with commercial clients, providing exceptional internal and external...Full timeBank staffFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services Associate. Be the first to apply!
- environmental services attendant Pasadena, CA
- public service officer Pasadena, CA
- environmental service worker Pasadena, CA
- food service officer Pasadena, CA
- human services specialist Pasadena, CA
- community services specialist Pasadena, CA
- member services specialist Pasadena, CA
- veterans service officer Pasadena, CA
- honda service advisor Pasadena, CA
- patient service specialist Pasadena, CA

