Senior Private Client Associate

Senior Private Client Associate

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. This position requires a high level of professionalism, attention to detail, and the ability to manage complex client needs with discretion and efficiency.

Responsibilities

• Partner closely with senior Private Bankers and Relationship Managers to provide personalized, white-glove service to high-net-worth clients, identifying and fulfilling their financial needs.
• Support Relationship Managers throughout the client onboarding process, including participating in KYC meetings and assisting with documentation and procedural requirements.
• Initiate account openings and assist Relationship Managers 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 and centralized service teams to deliver seamless, integrated client service.
• Engage directly with Relationship Managers 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 Relationship Managers and clients, ensuring timely and effective issue resolution.
• Assist Relationship Managers 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.

Qualifications

Compensation

The base pay range for this position is USD $33.00 / Hr. - USD $40.00 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.