The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build ...
The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build ...
The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build ...
The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build ...
Registered Client Service Associate
Pasadena, CA · On-site
$34K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Pasadena, CA · On-site
$34K/yr
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Treasury Management Client Services Associate II
Los Angeles, CA · On-site
$70K - $72K/yr
About This Job The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management ...
Treasury Management Client Services Associate II
Los Angeles, CA · On-site
$70K - $72K/yr
About This Job The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management ...
About This Job The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management ...
About This Job The Treasury Management Client Services Associate is responsible for delivering excellent client support for a portfolio of Commercial Banking clients using Treasury Management ...
Registered Client Service Associate
Woodland Hills, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Woodland Hills, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Do you know how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help ...
Registered Client Service Associate
Pasadena, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Pasadena, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Pasadena, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Pasadena, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Pasadena, CA · On-site
$34K/yr
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Pasadena, CA · On-site
$34K/yr
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associate
Los Angeles, CA · On-site
$35K/yr
Registered Client Service Associates provide exceptional service to our clients and supports ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Be Seen First
Associate Client Service Manager
Long Beach, CA · On-site
$60K/yr
Our wealth advisory and fiduciary investment services help our clients preserve and grow their ... The Associate Client Service Manager maintains open communication with clients and team members ...
Quick apply
Be Seen First
Associate Client Service Manager
Long Beach, CA · On-site
$60K/yr
Our wealth advisory and fiduciary investment services help our clients preserve and grow their ... The Associate Client Service Manager maintains open communication with clients and team members ...
Associate, Client Services - 2027 Start Dates
Los Angeles, CA · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services - 2027 Start Dates
Los Angeles, CA · On-site
$77K - $102K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services - 2027 Start Dates
Los Angeles, CA · On-site
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Quick apply
Associate, Client Services - 2027 Start Dates
Los Angeles, CA · On-site
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services - 2027 Start Dates
Los Angeles, CA · On-site
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Associate, Client Services - 2027 Start Dates
Los Angeles, CA · On-site
$96K - $127K/yr
As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
Client Services Associate information
See El Segundo, CA salary details
$10.75 - $13.73
3% of jobs
$13.73 - $16.71
12% of jobs
$18 is the 25th percentile. Wages below this are outliers.
$16.71 - $19.69
23% of jobs
The median wage is $21.12 / hr.
$19.69 - $22.67
24% of jobs
$25.12 is the 75th percentile. Wages above this are outliers.
$22.67 - $25.65
15% of jobs
$25.65 - $28.63
10% of jobs
$28.63 - $31.61
6% of jobs
$31.61 - $34.59
2% of jobs
$34.59 - $37.57
2% of jobs
$37.57 - $40.55
1% of jobs
$40.55 - $43.53
1% of jobs
$10
$23
$43
How much do client services associate jobs pay per hour?
What is a client services associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What does a client services associate do?
What are the key skills and qualifications needed to thrive as a client services associate?
What are some common challenges faced by client services associates, and how can they be overcome?
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in El Segundo, CA?
The most popular types of Client Services jobs in El Segundo, CA are:
What job categories do people searching Client Services Associate jobs in El Segundo, CA look for?
The top searched job categories for Client Services Associate jobs in El Segundo, CA are:
What cities near El Segundo, CA are hiring for Client Services Associate jobs?
Cities near El Segundo, CA with the most Client Services Associate job openings:

Other
Re-posted 25 days ago
East West Bank rating
7.2
Based on 9 frontline employees who took The Breakroom Quiz
116th of 171 rated banks
Job description
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, 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 a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client portfolios. Build relationship with customers to enhance customer experience. This position requires multi-tasking skills and the ability to manage time effectively.
Responsibilities
- Assist Relationship Managers with the new account opening process through timely and accurate delivery of information required. The process includes coordinating with Centralized Relationship Services (CRS) to collect required documents from clients, be the point of contact for clients to address questions, concerns and provide services as needed.
- Assist Relationship Managers by providing sales support, including assistance with documents preparation, research, pulling reports, following up with and consistently contacting clients and prospects with emails and other correspondence.
- Assist Relationship Managers and Portfolio Managers to coordinate with CRS to provide commercial accounts maintenance on a daily bases. Daily operational tasks include but not limited to: fund transfers, auto-payment account set-up, stop payments, request cashier checks, recognize and resolve account overdrafts, non-post items, address stop payment requests, handle return items/NSF, manual out-going wires, exception wires, new account onboarding, fee waive/fee exception/fee refund, treasury product troubleshooting(coordinate with Global Transaction Services), etc.
- Provide superior client service as related to deposit and business loan services, taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
- Assist in servicing of business deposit accounts, including completion of necessary forms and documentation, verifying accuracy of account openings on Bank's deposit system and pulling NSF/OD, At-Risk and obtain appropriate approval for Waive/Exception items.
- Assist in deposit acquisition through understanding of business deposit products and partnering with Relationship Managers to execute business deposit services recommendations.
- Assist Relationship Manager and Portfolio Managers with the initial state of the loan origination process through timely and accurate delivery of information to Funding Department and Loan Services.
- Assist Relationship Managers and Portfolio Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings. Assisting as directed in early and frequent contact with past due clients to ensure payment and bringing potential collection issues to the awareness of the Relationship Managers and Portfolio Managers.
- Assist Relationship Managers and Portfolio Managers in general portfolio management, including accurate and efficient preparation and processing of deposit and business loan transactions and maintenance, focusing on accuracy, promptness and client satisfaction.
- Perform other duties as assigned.
- High school diploma, or equivalent education and related training with three years of customer service experience. Or Associate's degree in related field with two years of customer service experience.
- Minimum 5 years of banking experience in account opening particularly for business entities and customer service.
- Candidate should have basic knowledge on general banking regulations such as BSA, CIP, OFAC, etc.
- Familiar with new account opening process and commercial account structures.
- Possess basic knowledge of loan operations.
- Strong communication skills, both written and verbal, relating to internal and external clients and contacts.
- Strong customer service contact handling skills.
- Ability to manage high-volume inquiries in a timely manner.
- Strong organization skills.
- Ability to complete all core trainings.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- Possess math aptitude with ability to grasp general accounting and financial concepts.
- Must be fluent in English both speaking and written.
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
The base pay range for this position is USD $20.00/Hr. - USD $27.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
What East West Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About East West Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Pasadena, CA, US
Year founded
1973