Columbia Bank

Columbia Bank

Trust Operations Specialist - Client Service

Denver, Colorado

Sponsorship not specified$23k-$27kDetected 4 days ago
TypeScriptOutbound SalesAccountingRecruitingCustomer SuccessCustomer SupportCommunicationMicrosoft Office

About the role

  • The Trust Operations Specialist - Client Service answers questions regarding investments in private equity, real estate, private debt, and more.
  • Effectively handles client inquiries by researching and analyzing complex issues.
  • Acts as the face of the company at the frontlines of the customer service experience.

Responsibilities

  • Develop expertise to provide clients on-going support and assistance.
  • Identify, recommend and potentially design and assist in the development and implementation of process improvements that enhance the client experience.

Requirements

  • H.S. Diploma/GED required.
  • 2+ years' experience in a customer success role involving highly detailed transactions required.

Nice to have

  • Bachelor's Degree preferred.
  • 1-2 years' experience in a fast-paced call center environment preferred.
  • Working knowledge of trust accounting systems, IRAs, and Alternative Assets is preferred.
  • Certified IRA Services Professional (CISP) designation with the American Bankers Association (ABA) preferred.

Skills

  • Excellent verbal and written communication skills.

Compensation

  • The pay range for this role is $22.61 - $27.25.

Benefits

  • We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
  • Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Company info

  • Represents the company in a highly professional manner while resolving issues and communicating information confidently.
  • Mitigate company risk through following all security and fraud prevention requirements.

Equal opportunity

  • equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.
  • If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
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This listing is sourced directly from Columbia Bank's careers page and normalized into a canonical job model.