Trust Operations & Client Success Specialist
Listed on 2026-10-17
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Columbia Bank is seeking a Trust Operations Specialist - Client Service to answer questions about private equity, real estate and private debt investments. You will research and resolve complex client inquiries while complying with KYC, GLBA, BSA, IRS and ERISA rules.
The role involves omni-channel support and professional client communication. Applicants should have a high school diploma or GED, a bachelor's degree preferred, and 2+ years in a customer‑success role with detailed transactions.
As a Trust Operations & Client Success Specialist, you will play an important part at Columbia Bank in Orange, CA, United States.
The position is based in Orange, CA, United States.
This opportunity is part of our work in Human Resources, Sales.
The advertised compensation is 34.000 - 47.000.
We aim to respond to suitable candidates as soon as possible.
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