Senior Private Client Associate

3 weeks ago

New York, 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 Sr. 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 Sr. 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, 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
  • 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


Compensation:
The base pay range for this position is USD $35.00/Hr. - USD $42.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

  • Senior Private Client Associate

    2 weeks ago

    New York, 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...

  • Senior Private Client Associate

    2 days ago

    New York, 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...

  • Senior Private Client Associate

    2 weeks ago

    New York, 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...

  • Senior Private Client Associate

    2 days ago

    New York, 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...

  • Senior Client Associate

    1 week ago

    New York, United States Flagstar Bank Full time

    The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

  • Senior Client Associate

    1 day ago

    New York, United States Flagstar Bank Full time

    The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...

  • Senior Client Service Associate

    7 days ago

    New York, United States GemHarvest Executive Recruiting Full time

    Senior Client Service AssociateBillion+ Independent Wealth Management FirmStamford, CT OverviewMulti-Billion dollar Independent RIA serving high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated financial advisory and investment management...

  • Tax Senior Manager, Private Client Services

    1 month ago

    New York, NY, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

  • Senior Client Service Associate

    3 weeks ago

    New York, United States Norman Alex Full time

    Our client is an investment advisory firm, providing a comprehensive and flexible array of investment solutions to high-net-worth individuals, family offices and institutions. We are currently seeking a Senior Client Associate candidate, based out of our Miami office. The candidate would work primarily with advisors based in Miami and be responsible for...

  • Senior Tax Associate – Private Client Services

    2 weeks ago

    New York, United States Andersen Full time

    Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...

  • Senior Tax Associate – Private Client Services

    2 days ago

    New York, United States Andersen Full time

    Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...

  • Senior Associate

    4 weeks ago

    New York, United States Albert Cliff Full time

    Our client is a global private equity firm specializing in healthcare investments. The fund (headquartered in the US) is a distinguished private equity firm renowned for its strategic investments and transformative approach within the healthcare industry. With a legacy of successful transactions and value creation initiatives, they are committed to driving...

  • Associate, Private Equity Clients

    1 week ago

    New York, United States Third Bridge Full time

    Job DescriptionJob DescriptionCompany DescriptionAbout Third Bridge Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the...

  • Tax Senior, Private Client Group

    1 week ago

    New York, United States Anchin Full time

    Job DescriptionJob DescriptionTitle: Tax Senior, Private Client Group Department: Tax, Private Client Group Supervises: N/ARole Type: Full time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Remote ABOUT THE COMPANY:Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that...

  • Tax Senior, Private Client Group

    3 days ago

    New York, United States Anchin Full time

    Job DescriptionJob DescriptionTitle: Tax Senior, Private Client Group Department: Tax, Private Client Group Supervises: N/ARole Type: Full time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Remote ABOUT THE COMPANY:Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that...

  • Tax Senior Manager

    1 week ago

    New York, 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...

  • Tax Senior Manager

    1 month ago

    New York, 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...

  • Senior Tax Manager

    2 weeks ago

    New York, NY, United States CyberCoders Full time

    Dallas, TX • Chicago, IL • New York, NYRemote Available Full-time $170,000.00 - $230,000.00Posted 05/17/2024We are a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions....

  • Associate Client Executive, Private Equity Real Estate

    6 days ago

    New York, United States Lockton, Inc. Full time

    Job Summary: About Lockton Northeast: For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience...

  • Associate Client Executive, Private Equity Real Estate

    2 days ago

    New York, United States Lockton, Inc. Full time

    Job Summary: About Lockton Northeast: For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience...