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New Account Associate Jobs (NOW HIRING)

$44.80K - $60.90K/yr

As a New Accounts Associate, you will play an integral role within the Account Services team by ... Attention to Detail - Reviewing new account set-ups for transitioning Financial Advisors to ensure ...

$44.80K - $60.90K/yr

As a New Accounts Associate, you will play an integral role within the Account Services team by ... Attention to Detail - Reviewing new account set-ups for transitioning Financial Advisors to ensure ...

High school diploma or equivalent of three years similar or related work experience, or Associates ... Extensive knowledge in new account processes and procedures. * Detailed knowledge in BSA/Compliance ...

Account Associate

Morris Plains, NJ · On-site

$46K - $52K/yr

Account Associate Weichert Insurance Agency is hiring an Account Associate at the corporate ... Completes and adheres to the New Business Checklist for quality control. Calls the carrier ...

Account Associate

Atlanta, GA · On-site

$45.70K - $62K/yr

As a Social Media Account Associate, you will work as part of a cross-functional team, primarily ... new whitespaces

Accounts Manager to Establish New Clients for Employment Agency Patnership 30% weekly UNCapped Commission Previous experience as Account Manager with Manufacturing or DoD Industries Must be dedicated ...

Account Associate

Morris Plains, NJ · On-site

$48.50K - $65.90K/yr

The Account Associate is responsible for providing routine service, customer support, and ... new insurance policies for home, auto, flood, umbrella, jewelry, and other insurance related ...

Account Associate

Manhattan, NY · On-site

$55K - $75K/yr

... New York, Paris, Hilversum, Shanghai, Egypt, Bangkok, Vietnam, Sri Lanka, London and Montreal. Overview: The Account Associate will assist an Account Executive and the Sales team with multiple ...

Account Associate

Holly Springs, NC · On-site

$22 - $24/hr

Direct Hire, Account Associate In-Person position in Holly Springs, NC Hours: M-TH 7:30 - 4:30 with ... learn new concepts quickly. Responsibilities * Possess and demonstrate a positive attitude and ...

Account Associate

Manhattan, NY · On-site

$55K - $75K/yr

... New York, Paris, Hilversum, Shanghai, Egypt, Bangkok, Vietnam, Sri Lanka, London and Montreal. Overview: The Account Associate will assist an Account Executive and the Sales team with multiple ...

Account Associate

Morris Plains, NJ · On-site

$46K - $52K/yr

The Account Associate is responsible for providing routine service, customer support, and ... Completes and adheres to the New Business Checklist for quality control. Calls the carrier ...

Account Associate

Los Angeles, CA · On-site

$26 - $28/hr

ACCOUNT ASSOCIATE RALLY is seeking an Account Associate to join our team. Account Associates are ... Support new business development by contributing ideas and assisting with proposal materials

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New Account Associate information

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$29.5K

$56.8K

$78K

How much do new account associate jobs pay per year?

As of Jun 4, 2026, the average yearly pay for new account associate in the United States is $56,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a New Account Associate, and why are they important?

To thrive as a New Account Associate, you need a solid understanding of financial products, customer service principles, and basic account management, usually supported by a high school diploma or higher. Familiarity with customer relationship management (CRM) software, banking systems, and compliance regulations is typically required. Strong interpersonal skills, attention to detail, and problem-solving abilities help you build rapport and accurately process account openings. These skills and qualities ensure efficient, compliant onboarding of new clients and contribute to positive customer experiences.

What are some common challenges faced by New Account Associates, and how can they be overcome?

New Account Associates often encounter challenges such as managing a high volume of client inquiries, ensuring all account documentation is accurate, and adhering to strict compliance standards. Staying organized and developing strong attention to detail are key to overcoming these obstacles. Building effective communication skills and collaborating closely with compliance officers and senior associates can also help streamline processes and resolve issues efficiently.

What is a New Account Associate?

A New Account Associate is a professional responsible for assisting clients with opening new accounts at a financial institution, such as a bank or investment firm. They guide clients through the account setup process, verify identification and documentation, and explain account features and requirements. Additionally, they may answer customer inquiries, ensure compliance with regulatory standards, and provide general support to help customers start their banking or investment relationship. This role requires strong customer service skills, attention to detail, and knowledge of financial products and regulations.

What jobs make $1,000,000 a year?

In the context of a New Account Associate, earning $1,000,000 annually is uncommon and typically associated with high-level executive roles, successful entrepreneurs, or top-tier investment bankers. Such income levels often require extensive experience, advanced skills, and significant responsibility, usually beyond entry-level positions. Most professionals in sales, finance, or technology may reach high earnings, but million-dollar annual salaries are rare and often involve bonuses, commissions, or ownership stakes.
What cities are hiring for New Account Associate jobs? Cities with the most New Account Associate job openings:
What are the most commonly searched types of New Account jobs? The most popular types of New Account jobs are:
GTP Senior New Account Associate

GTP Senior New Account Associate

East West Bank

El Monte, CA • On-site

$20/hr

Full-time

Posted 7 days ago


Job description

Introduction
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
Responsible for supporting frontline Teams in exceeding their goals, the New Accounts Associate partners closely with Relationship Managers, Account Officers, Product Managers, and Sales Consultants to deliver world-class customer service to high-net-worth commercial clients. The associate communicates regularly with clients and internal partners via phone, email, and in-person. Working collaboratively with Team Leaders, Relationship Managers, and internal business partners, the new accounts associate ensures client's commercial and treasury management account expectations are met. The role is responsible for executing Deposit Account Control Agreements (DACA), managing the DACA and Controlled account process, maintaining and updating related procedures, and enhancing the coding and reporting of DACA and Controlled accounts. The associate coordinates DACA reviews with Legal to ensure compliance and accuracy. By leveraging strong leadership skills, the New Accounts Associate will ensure that peers have the tools, resources, and support needed to deliver an exceptional client experience.
Job Mission:
  • Assist frontline associates with account opening for complex commercial verticals, including Private Equity, Entertainment Finance, Corporate Banking, Commercial & Industrial, Structure Finance, Asset Based Financing, Sponsor Finance, Technology, Media Markets, Property Management, and Capital Markets. Partner with Relationship Managers and other EWB professionals across other business segments to acquire, expand and retain targeted client relationships.
  • Work with GTP Management to produce and maintain presentations for:
    • External use with prospects, clients, service providers and at conferences
    • Internal use, for presentations to Senior Management, Peers Groups, and Regulators

Responsibilities
  • Review DACA and Control Account agreements and serves as a liaison between East West Bank Legal department, and Relationship Teams/clients.
  • Manage and maintain DACA and Controlled Account list, agreements, and policy & procedures
  • Works with complex commercial clients, in coordination with Relationship Managers, GTP Consultants, and back-office support staff to establish optimal operating account structures
  • Works with clients, Relationship Managers, and BSA/DCI/KYC Teams to obtain all required documentation needed to approve business clients for account opening at EWB
  • Demonstrates a clear understanding of New Accounts processes and the documentation required to support each account request
  • Provides point-of-contact support for deposit-related and Treasury Management matters for commercial clients. Act as an expert advisor for the clients. Resolves client requests and/or issues independently
  • Creates compelling presentations to communicate key statistics and insights to GTP Management, EWB Senior Management, and federal and state regulators, etc.
  • Other duties assigned are based on business need(s).
  • May perform other duties as assigned.

Qualifications
  • Bachelor's degree required
  • Paralegal licensing/certification preferred
  • 8 years of banking required.
  • 5 years of New Account opening required
  • Strong attention to detail and accuracy in handling numerical data, verbal instructions, and written information
  • Ability to review and redline contracts and agreements preferred.
  • Strongly preferred knowledge of BSA/AML/OFAC Laws/Regulations, including an understanding of how these obligations apply to the role, and a commitment to full compliance with all related laws and regulations
  • Familiar with the latest security controls offered by the Bank's applications and able to clearly communicate these features to clients who utilize the Bank's online banking systems
  • Possess through knowledge of niche markets such as Entertainment, Private Equity, Asset Based Lending, Capital Markets, Sponsor Finance, Property Management, and Treasury Management products, including associated setup worksheets, Legal agreements, and system requirements

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 $41.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.