Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 4 days ago

Operations Specialist (Securities)

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank159 open roles

Where
Atlanta, GA, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowOperations Specialist (Securities)Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank · Atlanta, GA, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 4 days ago

Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank median: 1 days open

The posting

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
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Pinnacle Bank, a Tennessee bank, d/b/a Synovus Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.