[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Pinnacle Financial Partners jobs](https://jobs.opennash.com/companies/pinnacle-financial-partners/) · [Search jobs](/search/) Pinnacle Financial Partners · Atlanta, GA # Operations Specialist (Securities) Atlanta, Georgia, United States Full-time Operations Listed on Pinnacle Financial Partners’s official careers site. Posted October 13, 2026. Check that it is still open and apply there. [Apply on Pinnacle Financial Partners’s careers site →](https://careers.synovus.com/us/en/job/SYNOUS26976EXTERNALENUS/Operations-Specialist-Securities) [OpenNash Jobs](https://jobs.opennash.com/) / [Pinnacle Financial Partners](https://jobs.opennash.com/companies/pinnacle-financial-partners/) / Operations Specialist (Securities) ## Job description ### Job Summary The Operations Specialist (Securities) provides operational and client service support to Financial Advisors and their teams, helping ensure an efficient, organized, and exceptional client experience. This role manages key service requests, account administration, documentation, and internal workflows while ensuring activities are completed accurately and in accordance with firm policies and procedures. ### Job Duties and Responsibilities Provide day-to-day operational and client service support to Financial Advisors and team members. Coordinate and manage client service requests from initiation through completion, ensuring timely and accurate follow-up. Assist with new account opening, client onboarding, account maintenance, and ongoing servicing, including gathering required information and documentation. Facilitate account-related operational requests, including money movements, account updates, transfers, and other service activities in accordance with firm procedures. Review client documentation for completeness and accuracy and proactively resolve outstanding or incomplete items. Maintain accurate client and account information within firm-approved systems and track pending operational activities. Partner with internal operations, service, compliance, and support teams to research and resolve client and account-related issues. Assist clients with firm-approved digital tools, online account access, electronic signatures, document delivery, and other digital capabilities. Maintain knowledge of firm policies, procedures, technology, and operational requirements while identifying opportunities to improve workflows, team efficiency, and the overall client experience. Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion. Performs other related duties as required. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment. ### Minimum Education High school diploma or equivalent Minimum Experience: 1 year of job related experience. Regular office environment; Required Knowledge, Skills & Abilities: May sit for long periods of time; Talk and hear regularly; Use of hands, ability to reach; Ability to see objects up close or at a distance, use peripheral vision, identify basic colors; Up to 10 pounds weight lifting/force exertion required; Weight/force exertion required less than 10% of the time; Travel not required ## At a glance - Posted by the employer: Oct 13, 2026 - First seen by OpenNash: Oct 11, 2026 - Last checked: Oct 18, 2026 - Listed for: 7 days - Location: Atlanta, Georgia, United States - Employment type: Full-time[Apply on Pinnacle Financial Partners’s careers site →](https://careers.synovus.com/us/en/job/SYNOUS26976EXTERNALENUS/Operations-Specialist-Securities) ## More jobs at Pinnacle Financial Partners ### [AI Business Analyst](https://jobs.opennash.com/companies/pinnacle-financial-partners/jobs/2b9a157ac76e9247c404/) Atlanta, Georgia, United States ### [AI Cloud Engineer](https://jobs.opennash.com/companies/pinnacle-financial-partners/jobs/7195683eae9b850852f1/) Atlanta, Georgia, United States ### [CIB - Associate - Credit Products - TMC](https://jobs.opennash.com/companies/pinnacle-financial-partners/jobs/723e5e2cd1b543145357/) Atlanta, Georgia, United States ### [Capital Markets Loan Operations Support Specialist](https://jobs.opennash.com/companies/pinnacle-financial-partners/jobs/d1bea41481ebd91a7708/) Atlanta, Georgia, United States ### [Community Mortgage Advisor - Affordable Housing Specialist](https://jobs.opennash.com/companies/pinnacle-financial-partners/jobs/7ddea71e36419c822975/) Atlanta, Georgia, United States ## Similar jobs at other companies ### [Senior Counsel - Securities](https://jobs.opennash.com/companies/aegon/jobs/f312e8f78306e57d8e10/) Aegon · New York ### [Securities Operations Specialist](https://jobs.opennash.com/companies/wells-fargo/jobs/10063b04dfb1b3650f59/) Wells Fargo · Minneapolis, MN ### [Securities & Derivatives Lead Analyst Hybrid](https://jobs.opennash.com/companies/citigroup/jobs/d04ed213a88f0c6e0d97/) Citigroup · New York New York United States ### [Securities & Derivatives Sr Analyst Hybrid](https://jobs.opennash.com/companies/citigroup/jobs/022f4e312069051e54bc/) Citigroup · New York New York United States ### [Securities Services – Client Solutions Manager – Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/5088e95f4e7e4e9683f8/) JPMorganChase · Brooklyn, NY, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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