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Bridges Trust
The Client Operations Specialist ensures accurate account activity and prompt resolution of service requests to support the client experience. This role involves managing trust and investment operations while identifying opportunities to improve efficiency, accuracy, and scalability. The position requires strong operational knowledge and collaboration across multiple departments to maintain accounts in good standing.
Bridges Trust is a professional trust company that provides wealth management and fiduciary services for individuals, families, and institutions. They deliver personalized financial planning, investment management, and trust and estate administration focused on building long‑term financial security. The firm emphasizes collaborative relationships and hands‑on guidance from experienced financial professionals to help clients plan and preserve their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bridges Trust.
Bridges Trust didn’t post a salary, so this is our estimate from similar listings.
19% below the average for this role