Senior Private Client Associate

East West Bank•Pasadena, CA

2d•$33 - $45

About The Position

The Senior Private Client Associate plays a critical role in supporting senior Private Bankers (PBs) and Relationship Managers (RMs) in delivering exceptional banking services to high-net-worth (HNW) clients. This position requires a high level of professionalism, attention to detail, and the ability to manage complex client needs with discretion and efficiency.

Requirements

3–5 years of customer service experience, preferably in a financial services or banking environment.
Bachelor’s degree or equivalent experience preferred.
Ability to work independently with minimal supervision in a fast-paced, high-pressure environment.
Strong organizational skills with the ability to manage multiple tasks and ensure timely completion.
Excellent verbal, written, and interpersonal communication skills.
Proven ability to deliver outstanding customer service and build strong relationships with clients and colleagues.
Effective time management and decision-making abilities.
Proficiency in Microsoft Office applications (Excel, PowerPoint, Word).
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Nice To Haves

Professional working proficiency in Mandarin and/or Cantonese is a plus.

Responsibilities

Partner closely with senior PBs and RMs to provide personalized, white-glove service to HNW clients, identifying and fulfilling their financial needs.
Support RMs throughout the client onboarding process, including participating in KYC meetings and assisting with documentation and procedural requirements.
Initiate account openings and assist RMs with fund transfers and related transactions.
Handle daily administrative tasks such as preparing client documentation, compiling reports, and scanning records.
Oversee post-account opening operations to ensure compliance and mitigate audit risks.
Collaborate with internal banking specialists (GTP, FX, BSA officers) and centralized service teams to deliver seamless, integrated client service.
Engage directly with RMs and clients to execute transactions and perform account maintenance.
Resolve client and internal issues with strong communication and problem-solving skills across business units.
Enhance client satisfaction by proactively engaging with RMs and clients, ensuring timely and effective issue resolution.
Assist RMs in presenting and delivering East West Bank’s full suite of products and services.
Mentor and guide other Private Client Associates, performing secondary reviews and quality control as needed.
May perform other duties as assigned