Senior Client Services Associate, Private Banking (Bilingual)

East West Bank; Pasadena (CA); On-site; USD 25,000 - 41,000; Full time

Job summary

East West Bank is seeking a Senior Client Services Associate to support Private Bankers and Private Client Advisors within Private Banking, ensuring sales, service, and operational excellence. The role reinforces the bank's Vision, Mission, and Values through actions.

The position involves processing new accounts, delivering banking services to high-tier clients, and maintaining compliance with regulations while striving to exceed service expectations. Strong multilingual communication is valued.

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.
• Excellent communication skills (verbal, non-verbal, as well as written) and customer service skills.
• 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 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 including wire transfer, account maintenance services; foreign currency exchange.
• Ensuring compliance with Bank Policies and Procedures, BSA, GLBA, Fair Lending regulations, and other state and federal regulations.
• Enhancing customer satisfaction by engaging with customers to exceed service expectations and resolve problems.
• Provides access and information to customers about East West Bank products and services.
• May perform other duties as assigned.

Skills

Customer service

Bilingual Mandarin Cantonese

Communication skills

Time management

Relationship building

Problem solving

Education

Bachelor's degree or equivalent

Job description

East West Bank is seeking a Senior Client Services Associate to support Private Bankers and Private Client Advisors within Private Banking, ensuring sales, service, and operational excellence. The role reinforces the bank's Vision, Mission, and Values through actions.

The position involves processing new accounts, delivering banking services to high-tier clients, and maintaining compliance with regulations while striving to exceed service expectations. Strong multilingual communication is valued.