Trust Operations & Client Success Specialist
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Customer Service/HelpDesk
Banking & Finance, Bank Customer Service -
Finance & Banking
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Columbia Bank in Orange, CA is seeking a Trust Operations Specialist - Client Service to answer questions on investments and research complex issues while following KYC, GLBA, BSA, and IRS rules. This front-line role requires professional, compliant client interactions.
You will deliver superior omni-channel service across chat, email, calls, and in person, collaborating with clients, asset sponsors, attorneys and CPAs, and documenting findings for resolution.
This opportunity is for the Trust Operations & Client Success Specialist role at Columbia Banking System.
Our team is growing, and we are hiring a Trust Operations & Client Success Specialist in Orange, CA, United States.
This opening is for the Trust Operations & Client Success Specialist role at Columbia Banking System.
We are seeking a motivated Trust Operations & Client Success Specialist to join Columbia Banking System in Orange, CA, United States.
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