Client Operations Specialist

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.

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.

The Client Operations team serves as a central operational liaison that focuses on oversight and enhancement to the portfolio event process, including onboarding new accounts, terminations, in-kind transfers and modifying existing portfolios. As a Client Operations Specialist, you will closely partner with client management and work cross-functionally to uncover client needs, translate them into actionable plans, and execute accordingly.

New York, NY, Austin, TX, or Newport Beach, CA.

If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:

• Exceptional Organizational Skills and Resourcefulness:
  You excel in managing multiple projects with your outstanding organizational and project management abilities.
• Adaptability and
  
  Collaboration:
  
  You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity.
• Integrity and Continuous Learning:
  Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust.

The key responsibilities include, but are not limited to:

• Oversee the portfolio event process, encompassing onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios.
• Identify opportunities to enhance operational processes and mitigate potential risks.
• Collaborate cross-functionally to develop and implement innovative client solutions, while enhancing existing processes to elevate the client experience.
• Assist in documenting project phases and preparing summary reports for management review.
• Coordinate activities across various departments, including Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations, as well as with external stakeholders such as clients, banks, and transition managers.
• Foster a collaborative team environment by building strong relationships and demonstrating how each team member contributes to the overall success of projects.
• Engage in all stages of the client portfolio lifecycle, sharing responsibility for key implementation decisions.

• Minimum of a bachelor’s degree required,
• Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably focused on fixed income.
• Demonstrated knowledge of the portfolio event process.
• Working knowledge of economics, fixed income fundamentals, or portfolio management.
• Prior experience working in/with Client Management and/or Transitions Management.
• Strong project management skills.
• Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools.
• Experience in investment operations or with derivatives.

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: $ - $

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, 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.