Columbia Bank
The Trust Operations Specialist - Client Service serves as the primary point of contact for client inquiries regarding investments in private equity, real estate, and private debt. This role involves resolving complex issues, ensuring compliance with trust regulations, and providing superior customer service through various communication channels. The specialist also educates clients and advisors on alternative asset investing and manages low-level escalations to enhance the overall client experience.
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 Columbia Bank.
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