Client Operations Lead — Portfolio & Onboarding

PIMCO Ltd. - Pacific Investment Management Company; Austin (TX); On-site; USD 120,000 - 135,000; Full time

Job summary

PIMCO Ltd. - Pacific Investment Management Company in Austin, TX seeks a Client Operations Specialist to partner with client management and cross‑functionally enhance portfolio event processes. You will drive onboarding, terminations, in-kind transfers, and portfolio changes with a focus on efficiency and risk mitigation.

The role emphasizes collaboration, adaptability, and integrity, with a commitment to continuous professional development in a fast-paced financial services environment.

Qualifications

• Demonstrated ability to manage multiple projects with strong attention to detail.
• Proven collaboration and communication across cross-functional teams.
• Commitment to ethical standards and continuous professional development.

Responsibilities

• Oversee client portfolio events across onboarding, terminations, in-kind transfers and portfolio modifications.
• Identify opportunities to improve processes and mitigate operational risks.
• Collaborate with multiple stakeholders to deliver client solutions and enhance workflows.
• Document project phases and prepare summaries for management review.
• Coordinate activities across departments and external partners to ensure smooth transitions.
• Foster teamwork and contribute to decision-making throughout project lifecycles.
• Engage in all stages of client portfolio lifecycle and accompany key implementation decisions.

Skills

Organizational Skills

Adaptability

Integrity & Learning

Education

Bachelor's degree

Job description

PIMCO Ltd. - Pacific Investment Management Company in Austin, TX seeks a Client Operations Specialist to partner with client management and cross‑functionally enhance portfolio event processes. You will drive onboarding, terminations, in-kind transfers, and portfolio changes with a focus on efficiency and risk mitigation.

The role emphasizes collaboration, adaptability, and integrity, with a commitment to continuous professional development in a fast-paced financial services environment.