Current jobs related to Client Service Associate - Pasadena, California - East West Bank

  • Client Service Associate

    3 weeks ago

    Pasadena, California, United States Wedbush Securities Full time

    Job Title: Registered Client Service AssociateWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our client service team, you will be responsible for providing exceptional support to our financial advisors and senior management.Responsibilities:Provide sales and...

  • Client Accounting Services Associate

    4 weeks ago

    Pasadena, California, United States Weaver Full time

    Join Our Team as a Client Accounting Services AssociateWeaver is a leading national accounting, advisory, and consulting firm seeking a highly skilled Client Accounting Services Associate to join our team. As a Client Accounting Services Associate, you will play a critical role in providing exceptional accounting and financial services to our clients.Key...

  • Senior Premier Client Service Associate

    4 weeks ago

    Pasadena, California, United States East West Bank Full time

    Job Title: Senior Premier Client Service AssociateEast West Bank is seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service and support to our clients, ensuring their needs are met and exceeded.Key...

  • Senior Premier Client Service Associate

    6 days ago

    Pasadena, California, United States East West Bank Full time

    Job Title: Senior Premier Client Service AssociateAt East West Bank, we are seeking a highly skilled Senior Premier Client Service Associate to join our team. This role will provide exceptional service and portfolio support to Relationship Managers and Portfolio Managers, ensuring timely and accurate delivery of information required for new account openings...

  • Client Accounting Services Associate

    2 months ago

    Pasadena, California, United States Weaver Full time

    About WeaverWeaver is a full-service national accounting, advisory, and consulting firm that offers a unique blend of technical expertise and personalized service. Our team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the business world.Job SummaryWe are seeking a highly skilled and motivated...

  • Tax Senior Associate

    1 week ago

    Pasadena, California, United States EisnerAmper Full time

    About the Role:We are seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team at EisnerAmper. As a key member of our team, you will be responsible for preparing and reviewing tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and...

  • Surety Associate Client Manager

    2 weeks ago

    Pasadena, California, United States IMA Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Surety Associate Client Manager to join our team at IMA Financial Group. As a Surety Associate Client Manager, you will be responsible for preparing and processing surety bonds, reporting bonds to surety companies, and preparing invoices on new bonds, premium adjustments, and renewals.Key...

  • Client Service Representative

    2 weeks ago

    Pasadena, California, United States Sparrows Nest Full time

    Job SummaryWe are seeking a highly skilled and friendly Client Service Representative to join our team at Sparrow's Nest. As a Client Service Representative, you will be the first point of contact for our guests, ensuring their complete comfort and satisfaction throughout their visit.Key Responsibilities:Provide exceptional customer service to guests,...

  • Client Service Representative

    1 month ago

    Pasadena, California, United States Sparrows Nest Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Client Coordinator to join our team at Sparrow's Nest. As the primary point of contact for our guests, you will be responsible for providing exceptional service, ensuring seamless communication, and driving customer satisfaction.Key ResponsibilitiesSchedule Management: Efficiently schedule,...

  • Accounting Services Associate

    1 month ago

    Pasadena, California, United States Weaver Full time

    Accounting Services AssociateWeaver is a national accounting, advisory, and consulting firm seeking a Client Accounting Services Associate to join our team. As a key member of our Client Accounting Services practice, you will be responsible for performing accounting assignments, including accounts payable, accounts receivable, and expense...

  • Client Accounting Services Professional

    2 weeks ago

    Pasadena, California, United States Weaver Full time

    Join Our Team as a Client Accounting Services InternWeaver is a full-service national accounting, advisory, and consulting firm seeking a highly motivated and detail-oriented individual to join our Client Accounting Services team as an intern. As a Client Accounting Services Intern, you will have the opportunity to work on a variety of accounting assignments...

  • Client Accounting Services Professional

    2 weeks ago

    Pasadena, California, United States Weaver Full time

    Client Accounting Services InternshipWeaver's Client Accounting Services Internship is an exciting opportunity for students and recent graduates to gain hands-on experience in accounting and develop valuable skills in a dynamic and inclusive work environment.Key Responsibilities:Assist in performing outsourced accounting assignments for clientsGain exposure...

  • Client Accounting Services Professional

    2 weeks ago

    Pasadena, California, United States Weaver Full time

    Join Our Team as a Client Accounting Services InternWeaver is a full-service national accounting, advisory, and consulting firm seeking a highly motivated and detail-oriented individual to join our Client Accounting Services team as an intern. As a Client Accounting Services Intern, you will have the opportunity to work on a variety of accounting...

  • Client Recruiter

    2 weeks ago

    Pasadena, California, United States Partners Personnel Full time

    Job SummaryWe are seeking a skilled Client Recruiter to join our team at Partners Personnel. As a Client Recruiter, you will be responsible for finding and hiring top talent for our clients across various industries.Key Responsibilities:Source and recruit top talent for our clientsDevelop and maintain relationships with clients and candidatesCoordinate...

  • Client Recruiter

    4 weeks ago

    Pasadena, California, United States Partners Personnel Full time

    Job SummaryWe are seeking a highly motivated and organized Client Specialist to join our team at Partners Personnel. As a Client Specialist, you will be responsible for finding and placing top talent with our clients across various industries.Key Responsibilities:Complete job order descriptions and input orders into our systemDocument and provide daily...

  • Audit Senior Associate

    2 weeks ago

    Pasadena, California, United States Weaver Full time

    Weaver's Audit Investment Funds (IF) practice is seeking a highly skilled Audit Senior Associate to join their growing team.As a key member of the team, you will be responsible for servicing a variety of clients within the Financial Services Industry, including Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others.Our team enjoys...

  • Food Service Associate

    1 week ago

    Pasadena, California, United States Compass Group, North America Full time

    At Compass Group, North America, we're committed to delivering exceptional food and beverage experiences to our customers. As a Food Service Associate, you'll play a key role in ensuring that our guests receive top-notch service and enjoy their dining experience.As a member of our team, you'll be responsible for delivering food and beverages to our customers...

  • Food Service Associate

    2 months ago

    Pasadena, California, United States Brewingz Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Food Service Associate to join our team at Brewingz. As a Food Service Associate, you will play a critical role in ensuring the smooth operation of our dining room by delivering food items to guests in a timely and efficient manner.Key ResponsibilitiesFood Quality ControlInspect food items...

  • Pharmacy Service Associate

    1 month ago

    Pasadena, California, United States Walgreens Full time

    Job Description:We are seeking a highly skilled and customer-focused Pharmacy Customer Service Associate to join our team at Walgreens. As a key member of our pharmacy team, you will be responsible for delivering exceptional customer service, assisting with prescription processing, and maintaining a clean and organized store environment.Key...

  • Senior Client Manager, Commercial Lines

    6 days ago

    Pasadena, California, United States IMA Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Client Manager, Commercial Lines to join our team at IMA Financial Group. In this role, you will be responsible for managing commercial insurance accounts, ensuring seamless policy renewals, and providing exceptional customer service.Key ResponsibilitiesManage commercial insurance accounts, including policy...

Client Service Associate

2 months ago

Pasadena, California, United States East West Bank Full time
About the Role

We are seeking a highly skilled and experienced Senior Premier Client Service Associate to join our team at East West Bank. As a key member of our Client Services team, you will be responsible for providing exceptional service and support to our Relationship Managers and Portfolio Managers, ensuring seamless delivery of our banking services to our clients.

Key Responsibilities
  • Client Service and Support: Provide timely and accurate delivery of information required for new account openings, coordinate with Centralized Relationship Services (CRS) to collect required documents from clients, and serve as the point of contact for clients to address questions, concerns, and provide services as needed.
  • Sales Support: Assist Relationship Managers with sales support, including assistance with document preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
  • Operational Tasks: Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily basis, including fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting (coordinate with Global Transaction Services), etc.
  • Client Service and Support: Provide superior client service related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
  • Deposit Acquisition: Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Banks deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
  • Loan Origination: Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
  • Problem Loan Management: Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings, assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
  • Portfolio Management: Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness, and client satisfaction.
Requirements
  • Education: High school diploma, or equivalent education and related training with three years of customer service experience. Or Associates degree in related field with two years of customer service experience.
  • Experience: Minimum 5 years of banking experience in account opening particularly for business entities and customer service.
  • Knowledge: Basic knowledge on general banking regulations such as BSA, CIP, OFAC, etc. Familiar with new account opening process and commercial account structures. Possess basic knowledge of loan operations.
  • Skills: Strong communication skills, both written and verbal, relating to internal and external clients and contacts. Strong customer service contact handling skills. Ability to manage high-volume inquiries in a timely manner. Strong organization skills. Ability to complete all core trainings. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Possess math aptitude with ability to grasp general accounting and financial concepts.
  • Language: Must be fluent in English both speaking and written.