Client Operations Specialist at PIMCO

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Fixed Income, Asset ManagementIndustries

Requirements

Exceptional organizational skills and resourcefulness, with outstanding project management abilities, critical thinking, attention to detail, and strong interpersonal and communication skills
Self-motivated and committed to excellence
Ability to thrive in dynamic, fast-paced environments, navigating shifting priorities, ambiguity, and unstructured processes
Strong collaboration skills, building positive relationships across diverse teams, with high emotional intelligence, adaptability, and resilience
High ethical standards, integrity, sound judgment, and ability to earn credibility and trust
Intellectually curious, dedicated to continuous professional development and staying abreast of industry trends
Alignment with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence

Responsibilities

Oversee the portfolio event process, including 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 and enhance existing processes to elevate the client experience
Assist in documenting project phases and preparing summary reports for management review
Coordinate activities across various departments (Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations) and with external stakeholders (clients, banks, and transition managers)
Foster a collaborative team environment

Skills

Key technologies and capabilities for this role

Project ManagementOrganizational SkillsPortfolio OnboardingAccount TerminationsIn-kind TransfersCustodian CommunicationWorkflow OptimizationCross-functional CollaborationClient LiaisonOperational Efficiency

Questions & Answers

Common questions about this position

What locations can I work from for this Client Operations Specialist role?

The position is available in New York, NY, Austin, TX, or Newport Beach, CA.

What is the salary or compensation for this position?

This information is not specified in the job description.

What key skills are required for the Client Operations Specialist role?

The role requires exceptional organizational skills, project management abilities, critical thinking, strong interpersonal and communication skills, adaptability, collaboration, emotional intelligence, integrity, and a commitment to continuous learning.

What is the company culture like at PIMCO?

PIMCO fosters a high-performance inclusive culture that celebrates diverse thinking, invests in its people, and emphasizes CORE values of Collaboration, Openness, Responsibility, and Excellence.

What qualities make a strong candidate for this role?

Strong candidates excel in organizational skills, project management, critical thinking, communication, adaptability in fast-paced environments, collaboration across teams, integrity, and a passion for continuous learning.