Private Client Associate

2 weeks ago


Pasadena, United States East West Bank Full time

Introduction:

Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

Overview:

East 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.

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, 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 offers
  • Performs other duties as assigned.
Qualifications:
  • Minimum of 1-2 years 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

#LI_MA1

Compensation:
The base pay range for this position is USD $24.00/Hr. - USD $30.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

  • Pasadena, United States East West Bancorp, Inc. Full time

    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 als Client Associate, Private, Client Advisor, Associate, Customer Experience, Customer Service, Retail


  • Pasadena, United States East West Bancorp, Inc. Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...


  • Pasadena, United States East West Bank Full time

    Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...


  • Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...


  • Pasadena, California, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...


  • Pasadena, United States East West Bancorp, Inc. Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...


  • Pasadena, United States Unavailable Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...


  • Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...

  • Tax Senior Manager

    1 week ago


    Pasadena, United States Weaver Full time

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...


  • Pasadena, United States Advisor Business Solutions Full time

    **Responsibilities include but are not limited to the following**: - High-touch client service and daily use of the Schwab Advisor Portal - Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries - Ensure client information and documents are kept current - Schwab account onboarding - Assist in the...


  • Pasadena, United States UBS Full time

    Your role We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing...


  • Pasadena, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...


  • Pasadena, United States Raymond James Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...


  • Pasadena, United States Advisor Business Solutions Full time

    **Responsibilities include but are not limited to the following**: - High-touch client service and daily use of the Schwab Advisor Portal - Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries - Ensure client information and documents are kept current - Schwab account onboarding - Assist in the...


  • Pasadena, United States MedCare Pediatric Group, LP Full time

    **Home Health - Weekend Pediatric RN/LVN - Private Duty Shifts** MedCare Pediatric Group is looking for Pediatric **Registered Nurses (RN)/Licensed Vocational Nurses (LVN)** that are passionate, caring, and experienced to join our Home Health Nursing Team. **_* Full-Time and Part-Time openings available for permanent weekend and night shifts...


  • Pasadena, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, 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...

  • Sales Associate

    4 weeks ago


    Pasadena, United States AKN Communications Full time

    We stand out as a premier communications and sales firm in the San Gabriel area, dedicated to providing unparalleled client services. We pride ourselves on serving a wide array of clients across multiple industries, exemplifying our commitment to diversity. Today, our primary focus is on our renowned telecommunications clients and driving their customer...

  • Warehouse Associate

    3 weeks ago


    Pasadena, United States POWERSHOPPER CORP Full time

    Job DescriptionJob DescriptionWarehouse AssociateWho We Are:PowerShopper Corporation is a privately owned wholesale distributor and online eCommerce retailer. We operate a medium-sized sales and distribution operation based in Pasadena, California.We rely heavily on our personnel and their ability to problem solve with respect to all aspects of our...

  • Associate Attorney

    4 weeks ago


    Pasadena, California, United States Jobot Full time

    Urgently hiring Associate Attorney in PasadenaOur fast-growing law firm is seeking to add a highly motivated, detail-oriented, and client-focused Permanent Associate Attorney to our dynamic teamThe ideal candidate will have a strong background in estate planning, probate law, and taxation law, with a specific focus on taxable estatesProviding comprehensive...


  • Pasadena, United States Litchfield Cavo LLP Full time

    Litchfield Cavo LLP is a premier insurance coverage and litigation defense law firm founded in 1998 on one principle—client service comes first. Our attorneys operate out of 23 offices, serving clients in more than 35 states nationwide. Collectively, we are a resource of experienced trial attorneys providing creative and responsive service.Our Pasadena, CA...