[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"job-trust-operations-specialist-client-service-ll-columbia-bank-de-us":3},{"id":4,"slug":5,"title":6,"description":7,"company":8,"is_featured":11,"featured_until":7,"is_active":12,"deactivated_at":7,"is_enriched":12,"processed_job_posting_json":13,"processed_latitude":84,"processed_longitude":85,"processed_employment_types":86,"processed_working_hours":87,"processed_working_hours_labels":89,"processed_home_office":90,"processed_salary_min":81,"processed_salary_max":82,"processed_salary_currency":78,"processed_salary_source":91,"processed_benefits":92,"processed_benefits_labels":109,"processed_industry":110,"processed_skills":7,"processed_job_location":111,"processed_full_address_gmaps":113,"processed_street_gmaps":115,"processed_city_gmaps":116,"processed_postal_code_gmaps":117,"processed_country_gmaps":118,"processed_country_iso_code_gmaps":120,"full_description":16,"formatted_description":121,"processed_employment_types_labels":34,"processed_home_office_labels":32,"processed_industry_labels":36,"processed_it_skills":122,"processed_it_skills_labels":125,"processed_soft_skills":126,"processed_soft_skills_labels":128,"processed_job_expertise_skills":129,"processed_job_expertise_skills_labels":130,"processed_language_requirements":131,"processed_total_experience_years":124,"processed_professional_field":138,"processed_professional_field_labels":140,"processed_leadership_role":11,"processed_date_posted":19,"raw_job_url":141,"apply_url":7,"raw_hiringOrganization_logo_url":7,"translations":7,"canonical_industry_key":142,"canonical_industry_label":143,"max_cpc":144,"actual_cpc":7},82655,"trust-operations-specialist-client-service-ll-columbia-bank","Trust Operations Specialist - Client Service ll",null,{"name":9,"slug":10,"logo_url":7},"Columbia Bank","columbia-bank",false,true,{"@context":14,"@type":15,"title":6,"description":16,"hiringOrganization":17,"datePosted":19,"validThrough":20,"jobLocation":21,"jobLocationType":32,"employmentType":33,"industry":35,"skills":37,"baseSalary":76},"https:\u002F\u002Fschema.org\u002F","JobPosting","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. Adheres strictly to trust regulations and security standards including the customer identification program (KYC), the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and other regulatory agencies. Acts as the face of the company at the frontlines of the customer service experience. Provides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Represents the company in a highly professional manner while resolving issues and communicating information confidently. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution. Mitigate company risk through following all security and fraud prevention requirements. Educate advisors, clients, and third parties on do’s and don'ts of alternative asset investing, working with the Company, applicable fees & fee schedules, timelines and procedures for account opening, funding and investing, and ERISA guidelines. Prepare and archive professional correspondence. Investigate account issues by analyzing investment and transactional activity and\u002For errors; complex compliance issues pertaining to IRS rules and regulations Identify, analyze, resolve and report on specific client requests and issues. Develop expertise to provide clients on-going support and assistance. Manage low level escalations, including ability to draft free form professional responses to client escalations and inquiries. Identify, recommend and potentially design and assist in the development and implementation of process improvements that enhance the client experience. Accurately file reports on client issues for management review. Analyze trends in client issues in order to facilitate service improvement. Other duties as assigned. About You: H.S. Diploma\u002FGED required. Bachelor's Degree preferred. 2+ years' experience in a customer success role involving highly detailed transactions required. 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. Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association (RITA) preferred. Proficient in IRC 4975, prohibited transactions and all other ERISA guidelines. Proficient in IRS publication 590 and regulatory requirements. Excellent verbal and written communication skills. Knowledge of operational procedures, practices and policies. Demonstrates the ability to sell Bank products and services. Able to mentor new associates through on the job training. Requires the ability to multi-task and work with over 25 software applications. Requires intermediate computer skills, including MS Office and banking software. Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking. Thorough understanding of products and services offered by bank. Advanced knowledge in specialty area. Excellent customer service skills and ability to work effectively with the public. The pay range for this role is $24.00 - $32.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. Primary Location: Ability to work fully onsite at posted location(s). 1801 California Street Suite 800 Denver CO 80202 Our Benefits: We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. 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. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. At Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive. Our culture is built on Do RIGHT, which means: Relationships: We create authentic connections with customers, colleagues, and communities. Impact: Every role here makes a meaningful difference in people’s lives and local economies. Growth: We invest in your success with career development, mentorship, and learning opportunities. Heart: We care deeply about doing what’s best for our customers and each other. Trust: Integrity and transparency guide everything we do. Why work for Columbia Bank? A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity. A culture of belonging and purpose, where your ideas matter and your work has impact. Competitive benefits and flexibility designed to help you thrive personally and professionally. Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives. Ready to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.",{"@type":18,"name":9},"Organization","2026-10-01","2027-10-01",[22],{"@type":23,"address":24,"geo":28},"Place",{"@type":25,"addressLocality":26,"addressCountry":27},"PostalAddress","Denver","US",{"@type":29,"latitude":30,"longitude":31},"GeoCoordinates",39.7392358,-104.990251,"ONSITE",[34],"PERMANENT",[36],"Banking and Financial Services",[38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75],"MS Office","Banking software","Trust accounting systems","Mobile devices troubleshooting","Browsers troubleshooting","Online banking technology","Verbal Communication","Written Communication","Customer Service","Problem Solving","Attention to Detail","Multi-tasking","Mentoring","Professionalism","Teamwork","Analytical Thinking","Trust Operations","Alternative Assets","Private Equity","Real Estate","Private Debt","KYC","Gramm-Leach-Bliley Act","Bank Secrecy Act","Internal Revenue Code","ERISA","IRS Publication 590","IRC 4975","Prohibited Transactions","IRA","Customer Success","Call Center","Fraud Prevention","Risk Mitigation","Process Improvement","Sales","Banking Products","Compliance",{"@type":77,"currency":78,"value":79},"MonetaryAmount","USD",{"@type":80,"minValue":81,"maxValue":82,"unitText":83},"QuantitativeValue",49920,66560,"YEAR",[30],[31],"permanent",[88],"FULL_TIME",[88],"onsite","estimated",[93,94,95,96,97,98,99,100,101,102,103,104,105,106,107,108],"Comprehensive healthcare coverage (medical, dental, vision)","401(k) retirement savings plan with employer match","Employee assistance program","Life insurance","Disability insurance","Tuition assistance","Mental health resources","Identity theft protection","Legal support","Auto and home insurance","Pet insurance","Access to online discount marketplace","Paid vacation","Paid sick days","Paid volunteer days","Paid holidays",[93,94,95,96,97,98,99,100,101,102,103,104,105,106,107,108],"banking and financial services",[112],"columbia, denver office, united states of america",[114],"Denver, Colorado, USA",[],[26],[],[119],"USA",[27],"## About the Role:\n\nThe 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. Adheres strictly to trust regulations and security standards including the customer identification program (KYC), the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and other regulatory agencies. Acts as the face of the company at the frontlines of the customer service experience. Provides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Represents the company in a highly professional manner while resolving issues and communicating information confidently. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution. Mitigate company risk through following all security and fraud prevention requirements. Educate advisors, clients, and third parties on do’s and don'ts of alternative asset investing, working with the Company, applicable fees & fee schedules, timelines and procedures for account opening, funding and investing, and ERISA guidelines. Prepare and archive professional correspondence. Investigate account issues by analyzing investment and transactional activity and\u002For errors; complex compliance issues pertaining to IRS rules and regulations Identify, analyze, resolve and report on specific client requests and issues. Develop expertise to provide clients on-going support and assistance. Manage low level escalations, including ability to draft free form professional responses to client escalations and inquiries. Identify, recommend and potentially design and assist in the development and implementation of process improvements that enhance the client experience. Accurately file reports on client issues for management review. Analyze trends in client issues in order to facilitate service improvement. Other duties as assigned.\n\n## About You:\n\n- H.S. Diploma\u002FGED required.\n- Bachelor's Degree preferred.\n- 2+ years' experience in a customer success role involving highly detailed transactions required.\n- 1-2 years' experience in a fast-paced call center environment preferred.\n- Working knowledge of trust accounting systems, IRAs, and Alternative Assets is preferred.\n- Certified IRA Services Professional (CISP) designation with the American Bankers Association (ABA) preferred.\n- Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association (RITA) preferred.\n- Proficient in IRC 4975, prohibited transactions and all other ERISA guidelines.\n- Proficient in IRS publication 590 and regulatory requirements.\n- Excellent verbal and written communication skills.\n- Knowledge of operational procedures, practices and policies.\n- Demonstrates the ability to sell Bank products and services.\n- Able to mentor new associates through on the job training.\n- Requires the ability to multi-task and work with over 25 software applications.\n- Requires intermediate computer skills, including MS Office and banking software.\n- Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking.\n- Thorough understanding of products and services offered by bank.\n- Advanced knowledge in specialty area.\n- Excellent customer service skills and ability to work effectively with the public.\n\nThe pay range for this role is $24.00 - $32.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.\n\n## Primary Location:\n\nAbility to work fully onsite at posted location(s). 1801 California Street Suite 800 Denver CO 80202\n\n## Our Benefits:\n\nWe are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. 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.\n\n## Our Commitment to Diversity:\n\nColumbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.\n\n## To Staffing and Recruiting Agencies:\n\nOur posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.\n\nAt Columbia Bank, we’re redefining what it means to bank and to build a career. As the West’s premier banking experience, we combine the strength and scale of a leading financial institution with the heart and mindset of a community bank. With more than 350 locations across eight states, we deliver relationship-based service backed by regional expertise and resources that help families and businesses thrive.\n\nOur culture is built on Do RIGHT, which means:\n\n- **Relationships:** We create authentic connections with customers, colleagues, and communities.\n- **Impact:** Every role here makes a meaningful difference in people’s lives and local economies.\n- **Growth:** We invest in your success with career development, mentorship, and learning opportunities.\n- **Heart:** We care deeply about doing what’s best for our customers and each other.\n- **Trust:** Integrity and transparency guide everything we do.\n\n## Why work for Columbia Bank?\n\n- A strong, stable financial foundation with over $67 billion in assets and a diverse portfolio that supports flexibility and opportunity.\n- A culture of belonging and purpose, where your ideas matter and your work has impact.\n- Competitive benefits and flexibility designed to help you thrive personally and professionally.\n- Community engagement that matters, from supporting local businesses to empowering youth through financial literacy initiatives.\n\nReady to Do RIGHT for your career, your community, and your future? Explore opportunities and join Columbia Bank today.",{"ms office":123,"banking software":123,"browsers troubleshooting":124,"trust accounting systems":123,"online banking technology":124,"mobile devices troubleshooting":124},3,2,[38,39,40,41,42,43],{"verbal communication":127,"written communication":127,"customer service":127,"problem solving":127,"attention to detail":127,"multi-tasking":127,"mentoring":123,"professionalism":127,"teamwork":123,"analytical thinking":127},4,[44,45,46,47,48,49,50,51,52,53],{"ira":123,"kyc":123,"erisa":123,"sales":123,"irc 4975":123,"compliance":123,"call center":123,"real estate":123,"private debt":123,"private equity":123,"risk mitigation":123,"bank secrecy act":123,"banking products":123,"customer success":127,"fraud prevention":123,"trust operations":127,"alternative assets":123,"irs publication 590":123,"process improvement":123,"internal revenue code":123,"gramm-leach-bliley act":123,"prohibited transactions":123},[54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75],{"detected_language_jobad":132,"required":133},"en",[134],[135],{"language":136,"level":137},"ENGLISH","C2",[139],"Finance, Banking, Insurance and Related Services",[139],"https:\u002F\u002Fcolumbiabank.wd108.myworkdayjobs.com\u002Fen-us\u002Fcolumbia\u002Fjob\u002Fdenver-colorado\u002Ftrust-operations-specialist---client-service-ll_jr103665","banking","Banking",1]