LGBT Great
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk‑adjusted returns.
Since 1971, our people have shaped our organization through a high‑performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Reporting to the New Accounts Manager, the Client Service Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team’s goal of deepening the trust our clients have placed in the firm. You will work as a liaison between our external clients and our internal investment professionals as well as third‑party vendors to ensure accurate oversight of the account implementation process.
Principal Duties and Essential Functions
Properly document all aspects of the new account opening process, including, but not limited to, pre‑filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, and reviewing account set up for accuracy
Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
Orchestrate team in development, documentation and maintenance of firm processes and procedures
Collaborate effectively with internal teams—including firm management—and external partners to address and resolve client requests and issues, ensuring timely follow‑up and providing support as required
Participate in client meetings as an operational expert as needed
Assist in general administrative duties such as answering phones, directing phone calls, and duties as needed.
Requirements/Qualifications
Bachelor’s degree from an accredited 4‑year institution
1-4 years of experience in the Client Service arena, preferably within financial services
High degree of accuracy, detail orientation and strong problem‑solving skills
Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organized
Mature, innovative, self‑starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finish
Outstanding verbal and written communication skills, and a “client first” attitude
Strong interpersonal and problem‑solving skills with the ability to work effectively in and contribute to a dynamic, fast‑paced team environment
Ability to work independently and in a collaborative team environment
Proficiency in Excel, Word, and Outlook
Experience with CRM, Appian and Archer preferred
Working knowledge of operations and client service preferred; FINRA registrations are a plus.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 72,000.00 - $ 88,000.00
Equal Employment Opportunity and Aff... (the full EEO statement remains unchanged here, preserving all required legal language).
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949‑720‑7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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Since 1971, our people have shaped our organization through a high‑performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Reporting to the New Accounts Manager, the Client Service Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team’s goal of deepening the trust our clients have placed in the firm. You will work as a liaison between our external clients and our internal investment professionals as well as third‑party vendors to ensure accurate oversight of the account implementation process.
Principal Duties and Essential Functions
Properly document all aspects of the new account opening process, including, but not limited to, pre‑filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, and reviewing account set up for accuracy
Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
Orchestrate team in development, documentation and maintenance of firm processes and procedures
Collaborate effectively with internal teams—including firm management—and external partners to address and resolve client requests and issues, ensuring timely follow‑up and providing support as required
Participate in client meetings as an operational expert as needed
Assist in general administrative duties such as answering phones, directing phone calls, and duties as needed.
Requirements/Qualifications
Bachelor’s degree from an accredited 4‑year institution
1-4 years of experience in the Client Service arena, preferably within financial services
High degree of accuracy, detail orientation and strong problem‑solving skills
Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organized
Mature, innovative, self‑starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finish
Outstanding verbal and written communication skills, and a “client first” attitude
Strong interpersonal and problem‑solving skills with the ability to work effectively in and contribute to a dynamic, fast‑paced team environment
Ability to work independently and in a collaborative team environment
Proficiency in Excel, Word, and Outlook
Experience with CRM, Appian and Archer preferred
Working knowledge of operations and client service preferred; FINRA registrations are a plus.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 72,000.00 - $ 88,000.00
Equal Employment Opportunity and Aff... (the full EEO statement remains unchanged here, preserving all required legal language).
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949‑720‑7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
#J-18808-Ljbffr