Trust Operations & Client Experience Specialist

Columbia Banking System; Denver (CO); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with employer匹配

Paid vacation and holidays

Job summary

Columbia Bank is seeking a Trust Operations Specialist to handle client inquiries regarding investments in private equity and other assets, while ensuring compliance with KYC, GLBA, BSA, and IRS rules. The role involves multi-channel client contact from a Denver-based onsite location and requires strong organizational skills and professional judgment.

You will resolve complex issues, educate clients and advisors on investment procedures, and contribute to process improvements to enhance the

Qualifications

• Excellent communication, time management, and problem-solving skills.
• Ability to thrive in a fast-paced, team-oriented environment.
• Strong understanding of PC and Windows environments.

Responsibilities

• Answer client questions and research complex issues.
• Adhere to trust regulations and security standards (KYC, GLBA, BSA, IRS).
• Provide superior client service across chat, written correspondence, calls, and emails.
• Educate clients and advisors on investments, fees, and ERISA guidelines.
• Investigate account issues and resolve with root-cause analysis.
• Draft professional responses to client escalations.
• Identify and assist in process improvements to enhance the client experience.

Skills

Communication skills

Organizational skills

Team oriented

Education

High School Diploma or equivalent

Job description

Columbia Bank is seeking a Trust Operations Specialist to handle client inquiries regarding investments in private equity and other assets, while ensuring compliance with KYC, GLBA, BSA, and IRS rules. The role involves multi-channel client contact from a Denver-based onsite location and requires strong organizational skills and professional judgment.

You will resolve complex issues, educate clients and advisors on investment procedures, and contribute to process improvements to enhance the