Trust Operations & Client Service Specialist

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

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Job summary

Columbia Bank is seeking a Trust Operations Specialist to handle client inquiries about investments and complex issues in a fast-paced, onsite Denver environment. You will research, analyze, and resolve account questions while adhering to KYC, BSA, IRS, and privacy standards.

Strong communication and organizational skills are essential for success. The role emphasizes professional client interactions across channels, with escalation management and collaboration with advisors, attorneys, CPAs,

Qualifications

• High School Diploma or equivalent required.
• 1 year of related experience preferred.
• Must be highly organized with the ability to handle multiple tasks.
• Excellent organizational, time management, problem prevention and problem-solving skills.
• Excellent communication skills.
• Ability to thrive in a team-oriented environment.
• Must be flexible to work in a fast-paced environment.

Responsibilities

• Answer client inquiries regarding investments and account activity.
• Research and analyze complex issues to determine correct action.
• Follow regulatory requirements (KYC, BSA, IRS rules) and security standards.
• Draft professional responses and manage client escalations.
• Identify opportunities to improve client experience and processes.

Skills

Customer service

Communication

Organizational skills

Time management

Problem solving

Team player

Windows OS

Education

High School Diploma

Tools

Windows OS

Job description

Columbia Bank is seeking a Trust Operations Specialist to handle client inquiries about investments and complex issues in a fast-paced, onsite Denver environment. You will research, analyze, and resolve account questions while adhering to KYC, BSA, IRS, and privacy standards.

Strong communication and organizational skills are essential for success. The role emphasizes professional client interactions across channels, with escalation management and collaboration with advisors, attorneys, CPAs,