At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.
- We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
- We hire experienced professionals who understand the industry and provide effective advice.
- We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.
But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.
Summary of Position
A Client Experience Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for performing a wide range of administrative support duties. Duties may include generating reports, monitoring visitor access, coordination of meetings and events, typing correspondence, preparation of presentation materials, phone support, scheduling appointments and meetings, interacting with business partners, ordering supplies, monitoring security cameras, and coordinating day to day activities for team.
Primary Responsibilities
- Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm‐wide achievement of the three‐ring standard (all phones answered by a live person within three rings).
- Provide administrative assistance to key team leaders and teams, as needed.
- Assist with preparation and distribution of various reports, documentation, and training materials; filing; scanning; faxing; copying; scheduling; and coordination of conference calls and meetings.
- Provide phone support for the team.
- Manage visitor access to ensure visitors have the appropriate credentials and are escorted by Pinnacle associate at all times.
- Interact with business partners who service the space to ensure seamless operations (i.e., janitorial, HVAC, security, landscape, food service, etc.).
- Responsible for coordination of building events, as needed.
- Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Banking, Treasury Management, etc. as appropriate.
- Assist other team members as needed to ensure delivery of distinctive service.
- Perform other related duties and responsibilities as assigned.
Description of Experience, Education, Training
- High School Diploma or Equivalent -- College degree is preferred.
- Minimum of 10 years' experience in administrative assistance, preferably in financial services.
- Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
- Excellent verbal and written communication skills.
- Proven ability to work well in a fast-paced team environment.
- Possess strong interpersonal skills and the ability to work effectively with a wide range of clients and associates, building relationships with internal/external partners.
- Effective analytical and problem-solving ability with a strong attention to detail.
- Must be flexible, multi-task and prioritize daily tasks, with effective time-management skills in order to meet deadlines.
- Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
- The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.
Skills Required
- High school diploma or equivalent
- College degree
- Minimum 10 years of administrative assistance experience, preferably in financial services
- Proficiency in Microsoft Office, including Word, Excel, and PowerPoint
- Excellent verbal and written communication skills
- Ability to work effectively in a fast-paced team environment
- Strong interpersonal, client service, analytical, problem-solving, organizational, and time-management skills
- Ability to perform the listed physical activities, including prolonged standing or sitting, walking, lifting, bending, and repetitive motion
Synovus Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Synovus and has not been reviewed or approved by Synovus.
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Parental & Family Support — Fully paid 12‑week parental and adoption leave is highlighted for eligible mothers and fathers, indicating strong support for family needs. This policy is repeatedly positioned as a standout element of the package.
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Leave & Time Off Breadth — PTO is available from the first day of service and scales with tenure, pointing to accessible and growing time‑off availability. Company materials indicate companywide PTO policies rather than ad‑hoc discretion.
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Equity Value & Accessibility — An employee stock purchase plan includes a 15% company match on contributions (up to a 7% cap by service), providing accessible equity participation beyond base pay. This feature is presented as a notable value‑add in the package.
Synovus Insights
What We Do
Synovus is a full-service, top-performing mid-cap bank with over $57 billion in assets and $7.3 billion in capital and has been named one of Newsweek’s Most Trustworthy Companies. Our purpose is to enable people to reach their full potential, and we pursue that aspiration in all the communities we serve across the Southeast and beyond. Whether you’re a prospect, client, or team member, we know you have goals you want to reach. We’ll help you get there
