Client Operations Specialist at PIMCO

New York, New York, United States

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

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

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