Private Client Associate

East West Bank; Pasadena (CA); On-site; USD 28,000 - 41,000; Full time

Job summary

East West Bank is seeking a Private Client Associate in Pasadena, CA to support Private Bankers and Advisors, helping clients meet financial needs with a broad range of banking services. The role emphasizes relationship-building, account processing, and ensuring regulatory compliance.

The ideal candidate has 1–2 years of high-net-worth customer service experience, a Bachelor's degree or equivalent preferred, and strong bilingual skills in Mandarin and/or Cantonese.

Qualifications

• Minimum 1–2 years 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

Responsibilities

• Work closely with Private Bankers or Private Client Advisors to provide banking services and build relationships.
• Process new accounts for consumer and commercial clients.
• Provide financial products and services including wire transfers, safe deposit box, merchant vault and ATM processing; foreign currency exchange.
• Ensure compliance with Bank policies, Bank Secrecy Act, GLBA, Fair Lending regulations and other laws.
• Enhance customer satisfaction by engaging with customers to exceed service expectations and resolve issues.
• Provide access and information to customers about East West Bank products and services.
• Performs other duties as assigned.

Skills

Customer service

Relationship building

Communication

Time management

Bilingual Mandarin Cantonese

Education

Bachelor's degree or equivalent

Job description

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Greater China, 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, 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

Compensation

The base pay range for this position is USD $20.00/Hr. - USD $30.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.