Trust Operations & Client Success Specialist

Columbia Banking System; Denver (CO); On-site; USD 31,147 - 37,539; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan with employer‑匹

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Employee assistance program

Discount marketplace

Job summary

Columbia Bank seeks a Trust Operations Specialist – Client Service to address client inquiries about investments in private equity, real estate, and private debt. You will research complex issues, follow trust regulations, and maintain security standards across channels including chat, calls, and emails.

The role requires strong communication, ability to multi-task, and experience with trust accounting and IRAs.

Qualifications

• Experience handling detailed transactions in a fast-paced environment.
• Knowledge of IRAs, ERISA guidelines, and trust regulations.
• Proficiency with MS Office and banking software.
• Ability to educate clients and advisors on asset investing and procedures.

Responsibilities

• Answer questions regarding investments in private assets and real estate.
• Investigate account issues by analyzing activity and errors.
• Follow KYC, GLBA, BSA, and IRS rules and ensure security standards.
• Educate clients/advisors on do's and don'ts of alternative assets.
• Draft professional responses and manage low-level client escalations.

Skills

Customer service

Detail-oriented

IRAs

Alternative assets

KYC & regulatory knowledge

Verbal & written communication

Multi-tasking

MS Office

Banking software

Education

High school diploma

Bachelor's degree preferred

Tools

MS Office

Banking software

Trust accounting systems

Job description

Columbia Bank seeks a Trust Operations Specialist – Client Service to address client inquiries about investments in private equity, real estate, and private debt. You will research complex issues, follow trust regulations, and maintain security standards across channels including chat, calls, and emails.

The role requires strong communication, ability to multi-task, and experience with trust accounting and IRAs.