East West Bank · 2 days ago
Senior Private Client Associate
Pasadena, CA
Full-time
Onsite
Mid, Senior Level
$31/hr - $40/hr
3+ years expEast West Bank is a top-performing commercial bank that serves as a financial bridge between the East and West. The Senior Private Client Associate plays a critical role in supporting senior Private Bankers and Relationship Managers in delivering exceptional banking services to high-net-worth clients, managing complex client needs with professionalism and efficiency.
BankingFinanceFinancial Services
No H1B
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
Qualification
Required
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
Preferred
Professional working proficiency in Mandarin and or Cantonese is a plus
Company
East West Bank
East West Bancorp is a publicly owned company with $22 billion in assets. The Company’s wholly owned subsidiary, East West Bank, is one of
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1999-02-08IPO
Leadership Team
Christopher J. Del Moral-Niles
EVP & Chief Financial Officer
Recent News
MarketScreener
2025-12-10
Company data provided by crunchbase