Analyst-Associate New Accounts
PIMCO Ltd. - Pacific Investment Management Company, San Diego, CA, United States
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.
Salary Range: $72,000.00 - $88,000.00
Equal Employment Opportunity and Affietive Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affietive 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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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.
Salary Range: $72,000.00 - $88,000.00
Equal Employment Opportunity and Affietive Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affietive 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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