Securities Operations & Client Experience Specialist
Listed on 2026-10-11
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Finance & Banking
Banking Operations, Banking & Finance, Regulatory Compliance Specialist
Pinnacle is seeking an Operations Specialist (Securities) to provide operational and client service support to Financial Advisors and their teams. This role manages account administration, documentation, and internal workflows to ensure accuracy and compliance with firm policies, delivering an exceptional client experience.
The role includes opening new accounts, onboarding, servicing, processing transfers, and maintaining client data in approved systems.
We would love to welcome a new Securities Operations & Client Experience Specialist to our group in Atlanta, GA, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 40.000 - 65.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Securities Operations & Client Experience Specialist role in the description above.
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