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Client Communications Associate
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-01-12
Listing for:
Sacred Heart University
Full Time
position Listed on 2026-01-12
Job specializations:
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
and the job listing Expires on January 31, 2026
We are seeking a Client Communications Associate to join the CM Americas Team. The primary responsibility in this role is to partner with various internal teams to create customized presentation materials, that are both regulatory and brand compliant, for use in client servicing and prospect meetings. This position requires a professional who serve as the intermediary between product strategy teams, compliance, and account management to ensure seamless communication and collaboration
LocationNew York, NY
About YouIf the following qualities resonate with you, we encourage you to apply for this exciting opportunity.
- Exceptional Organizational Skills and Resourcefulness: You exhibit a strong sense of urgency when responding to requests and enjoy problem solving and improving processes. Self- motivated, you are committed to excellence, demonstrating attention to detail. You enjoy balancing multiple, time sensitive projects.
- Adaptability and
Collaboration:
You demonstrate a sense of personal growth and accountability and take the initiative to fully understand expectations. You build and manage stakeholder relationships and enjoy collaborating with colleagues across departments - Integrity and Continuous Learnng: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development. You display interest in acquiring knowledge about diverse market and product strategies and a desire to grow in the role. You contribute positively to the work environment and organizational culture, aligning with PIMCO’s core values of Collaboration, Openness, Responsibility, and Excellence.
The key responsibilities include, but are not limited to:
- Partner with Account Management teams to create client serving and marketing collateral for institutional clients
- Gather and analyze client portfolio data using internal and external applications
- Produce regular and ad hoc reporting for internal and external purposes
- Handle multiple deadlines and maintain a commitment to quality and attention to detail in a timely manner
- Contribute to a sense of teamwork, assisting team members when needed/required with energy and enthusiasm
- Minimum of a bachelor’s degree required from an accredited 4 year institution
- 1-5 years of experience in financial services, asset management, investment banking, investment consulting, accounting or similar professional environment.
- Strong Microsoft Excel knowledge, including formula manipulation, VLOOKUP, pivot tables, and macros.
- knowledge of CRM, proprietary attribution and performance systems, and external databases to automate and streamline tasks and ability to troubleshoot issues related to templates and internal systems.
- Strong client service mindset
- Exceptional communication skills, both written and verbal with all levels of staff across various departments.
- Effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time.
- Foster a sense of teamwork, assisting others when needed.
- Ability to flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate.
- Strong sense of ethics and integrity, aligning with PIMCO’s values and ethical principles.
- Focus on specific goals and demonstrate a sense of personal growth, accountability, and urgency for achieving results.
- A background and/or interest in economics.
- Manipulating queries in Business Objects, Info Cube and VBA is a plus.
Position Requirements
10+ Years
work experience
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