Client Service/New Accounts

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. The Team We are a dynamic and diverse group of professionals in the financial services and asset management sectors, committed to excellence in client service. Our team thrives on open communication and collaboration, creating an environment where you can grow both personally and professionally. We prioritize the success of our Analysts and Associates by providing comprehensive training and mentorship from seasoned experts. Join us and take advantage of exciting career advancement opportunities within a team recognized as the "gold standard" in client service. The Opportunity As an Analyst/Associate (New Accounts) you will play a crucial role in fulfilling new account administration initiated by clients and advisors. Your primary goal will be to deepen the trust our clients place in our firm. You will act as a liaison between our external clients and internal investment professionals, ensuring accurate oversight of the account implementation process. Principal Duties and Essential Functions Documentation: Accurately document all aspects of the new account opening process, including pre-filling custodial paperwork and investment management agreements, confirming the completion of client documents, and reviewing account setups for accuracy Innovative Solutions: Take the initiative to find creative solutions for resolving account matters and handling sensitive client interactions Process Development: Collaborate with the team to develop, document, and maintain firm processes and procedures Cross-Functional Collaboration: Work closely with various teams within the firm, including management, to resolve client requests and issues, providing support as needed Client Meetings: Participate in client meetings as an operational expert when required Administrative Support: Assist with general administrative duties such as answering phones, directing calls, and other tasks as needed Requirements/Qualifications To excel in this role, you should possess: A bachelor’s degree from an accredited four-year institution 1-4 years of experience in client service, preferably within the financial services industry A high degree of accuracy, attention to detail, and strong problem-solving skills The ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain organized A mature, innovative, self-starter attitude with a strong desire to take ownership of responsibilities and see tasks through to completion Outstanding verbal and written communication skills, coupled with a “client first” mindset Strong interpersonal and problem-solving abilities, with the capacity to thrive in a dynamic, fast-paced team environment Proficiency in Excel, Word, and Outlook Experience with CRM systems, Appian, and Archer is preferred A working knowledge of operations and client service is a plus Why Join Us? If you are passionate about delivering exceptional client service and are looking for a place where you can grow your career, we want to hear from you! Join our team and be part of a culture that values innovation, collaboration, and excellence. Apply today to take the next step in your career! 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 Affirmative 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/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. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO’s culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.

Salary : $72,000 - $88,000