Client Service Specialist
Columbia Bank (WA, OR & ID)
Columbia Bank's Trust Operations Specialist - Client Service handles inquiries about investments in private equity, real estate, and more, researching complex issues and ensuring compliance with KYC, GLBA, BSA, ERISA rules. It serves as the face of the front line, delivering superior service across chat, calls, emails, and written correspondence. The role involves educating advisors, clients, and third parties on asset investing, onboarding processes, and timelines, while resolving issues and #J-18808-Ljbffr
Vacancy posted 3 days ago
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