Client Service Associate (Separately Managed Accounts) - PIMCO : Job Details
Client Service Associate (Separately Managed Accounts)
PIMCOJob Location : San Diego,CA, USA
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 Client Service Associate will primarily be responsible for a variety of tasks related to client service and support for our US GWM Separately Managed Account (SMA) business. The breadth and diversity of the responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following:
- Supporting 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. Liaise between external clients and internal investment professionals to ensure accurate oversight of the account implementation process
- Addressing client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform
- Partnering with team members across multiple business areas at the firm, in order to: sell & support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management/Portfolio Analysis Group
- Producing technical analyses and customized solutions for existing and prospective clients
- Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry
- 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
- 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
- Bachelor's degree from an accredited 4-year institution
- 2+ 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.