Trust Operations Specialist — Client Experience
Columbia Bank
Columbia Bank is seeking a Trust Operations Specialist - Client Service in Denver to handle complex client inquiries about investments and trust operations. The role emphasizes regulatory compliance, KYC, and security standards while delivering exemplary service across chat, calls, and email. The candidate will analyze issues, educate clients and advisers on asset types, fees, and ERISA guidelines, and assist in process improvements. #J-18808-Ljbffr Columbia Bank
$24 - $32 per hour
About The Role The Trust Operations Specialist - Client Service answers questions regarding investments in private equity, real estate, private debt... ...the company at the frontlines of the customer service experience. Provides superior customer service through an omni-channel...Suggested$22.61 - $30.14 per hour
...Colorado Full time About the Role: A Trust Operations Specialist is responsible for the accounting functions... ...accurately and according to client instructions. Ensure all documentation... ...required. 1 year — One year of related experience (Pref) Prior financial services...SuggestedFull timeLocal areaFlexible hours$23.98 - $32 per hour
...time JR104095 About the Role: Post all transactions on the trust accounting system accurately and without direction Has thorough... ...You: High school diploma or GED (preferred) 5 years — Related experience (Required) Thorough understanding of departmental professional...SuggestedFull timeLocal area- Columbia Bank in Denver, CO is seeking a Trust Operations Specialist to support accounting for trusts, estates, IRAs, and conservatorships. You... ...and maintain documentation. This on-site role emphasizes client communication, teamwork, and adherence to bank regulations...Suggested
$80k
Customer Experience Operations Specialist (Remote, West Coast US) Customer Experience Operations Specialist... ...how professional services and their clients do business together, Ignition... ...impactful CX playbooks and interventions. Trusted Partner: Build strong, trusted...SuggestedRemote jobFull timeImmediate startWork from homeFlexible hours- Columbia Bank is seeking a Distributions Specialist to support the Trust department's accounting for trusts, estates, and IRAs. You will post transactions... ..., and maintain documentation while coordinating with clients by phone. Under guidance, you will learn complex...
- Chase is seeking a Branch Operations Lead in Aurora, CO to partner with the Branch Manager and staff to deliver exceptional client experiences while ensuring compliance with policies, procedures, and regulatory requirements. This role centers on operational excellence...
$25.23 - $33.64 per hour
...variety of tasks and projects related to the Trust Department.Implements projects and work... ...the ability to process all tasks of the Specialist II, the Specialist III is familiar with... ...related field (preferred)5+ — Related experience (Required)Thorough understanding of...$70k - $90k
...Financial is seeking a Hedge Accounting Operations Specialist to join our Accounting Operations team in Colorado. You will manage client hedging programs, handle accounting workflows... ...Analyst through VP levels depending on experience. The compensation range for Colorado-...- ...a detail-oriented professional to support a Client Advisory Team in Denver, assisting with client service, daily operations, and project work. You will help prepare analyses... ...analytical and communication skills, with experience in financial services or client operations...Work at office
$114k - $140k
...BUSINESS OPERATIONS MANAGER Space Technology Company... ...THE COMPANY Our client is building space-based... ...internal and external specialists - Maintain budget and... ...equivalent practical experience - A strong bias for... ...LIKE Leadership trusts you to take an assignment...Full timeContract workShift work- Robinhood is seeking a Customer Experience Representative, Concierge, based in Denver, CO. This role requires excellent communication and problem-solving skills to support high-value clients with complex financial issues. The ideal candidate should have 3+ years of financial...
- Columbia Bank in Denver, CO is seeking a Trust Operations Supervisor - Asset Maintenance to lead a team responsible for processing client, asset sponsor, and third‑party... ...requires strong leadership, financial services experience, and a focus on quality control in a fast...
- Columbia Bank is seeking a Trust Operations Supervisor - Asset Maintenance to lead the asset maintenance... ..., ensuring accurate processing, timely client service, and regulatory compliance. You... ...or equivalent financial services experience, 5+ years in securities processing or...
$60k - $75k
...Opportunity The Marketing Operations Specialist provides day-to-day execution... ...: 2-4+ years of experience in marketing operations, marketing... ...intelligence that brings together the trusted expertise of Speedtest®,... ...partner of choice for our clients and lead in the safe,...Local areaFlexible hours$7,000 per month
...Description The Wealth Management Operations Associate provides full... ..., preparation & closure of client meetings. Those... ...knowledge • Previous work experience in the financial industry is... ...demonstrate the ability to build & maintain client relationships and trustWork experience placementWork from home- E2 Consulting Engineers, Inc. is seeking an HR Operations Specialist to support day-to-day employee experience, including lifecycle management, payroll, benefits, onboarding, HRIS, compliance, and staff training. The role emphasizes accurate, efficient HR processes and...
$47k - $53k
...internal use): 08 About the Role The Ratings Operations Services team at S&P Global Ratings... ...individual’s geographic location, as well as experience level, skill set, training, licenses,... ...relevant experience in operations or a client-facing role. Ability to prioritize,...Second jobLive inWork at officeWorldwideFlexible hours2 days per week$40k - $50k
About the job Hardware Operations Specialist About Us At Nutrislice, were revolutionizing digital ordering... ...around the globe. Our platform helps clients from schools to hospitals to corporate cafes deliver better dining experiences with cutting-edge technology. We're a...Work at officeRemote work$25.86 - $29.09 per hour
...as the technology evolves. AI experience requirements vary by role and... ...allocations, reconciling trust data, and establishing participant... ...up, and want to build the operational foundation that makes every conversion... ...and partner proactively with client facing teams to resolve them...Full timeWork at officeLocal areaRemote workShift work2 days per week3 days per week$65k - $75k
...Asset Living has decades of experience delivering exceptional... ...management firm to one of the most trusted allies in real estate.... ...innovation and results for our clients and communities across the... ...responsibility. Operations Specialist The Operations Specialist...Permanent employmentWork at office$15.16 per hour
...Member Experience Specialist At VASA Fitness, we're more than a gym--we're a community built on... ...unity, passion, love, integrity, fun, and trust. We create uplifting experiences for... ...instructions and relay instructions to clients Attendance is an essential duty of the...Hourly payWork at officeImmediate startShift work- ...that ensure outstanding results for our clients. About This Role QISG leverages Quanta... ...results for our clients. The Project Operations Specialist will support both project operations... ...or equivalent field; equivalent work experience or combination of work and education may...Work experience placementFor subcontractorLocal area
$125k - $150k
...Ediscovery Project Delivery Operations Specialist, Third Shift A leading eDiscovery technology... ...to provide third shift support for the Client Services organization. This role is designed... ...the daytime and third shift teams. Experience & Qualifications: 5+ years of...Work at officeShift workNight shiftDay shift$68k - $97k
About the Role:The Trust Operations Supervisor - Asset Maintenance is responsible for managing... ...compliance standards across multiple asset and client types. Oversee the daily operations of... ...and use judgment and business experience in determining next steps.Assist team members...Work at officeFlexible hours$58k - $68.5k
...HR Operations Coordinator Shelton Capital Management is currently... ...Qualifications Required ~2+ years of experience in HR coordination, HR... ...solutions—with the client–centric focus of an independent... ...the needs of all who put their trust in us, including financial advisors...Full timeCurrently hiringWork at officeRemote work- Nutrislice is seeking a Hardware Operations Specialist to coordinate procurement, tracking, and deployment... ...2-3 years of project coordination experience, a basic understanding of networks,... ...emphasis on cross-functional collaboration and client #J-18808-Ljbffr NutrisliceRemote jobWork at office
$100k - $115k
...Legal Operations Specialist Gibson Dunn is a leading global law firm, advising clients on significant transactions and disputes. Our exceptional teams craft and deploy... ...management platforms (e.g., iManage) preferred. Experience: ~3 to 5 years of experience in legal...Work at officeLocal areaFlexible hours- ...Analyst / Associate (title commensurate with experience) Reporting to: Matt McCann, Head of... ..., actionable research reports that help clients identify high-conviction ideas. The... ...reliable, detail-oriented, and comfortable operating with autonomy while contributing to a collaborative...Work at officeRemote workFlexible hours3 days per week
$65k - $75k
Client Operations AssociateDenver, CO - Hybrid, 2 days in office | Full-timeAbout GrantdEquity compensation is often the largest and most complicated part of a person's wealth, and most advisors lack the tools to plan around it well. Grantd Equity changes that. Our AI-powered...Work at office
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