Client Operations Specialist

PIMCO; Newport Beach (CA); Presencial; USD 120.000 - 135.000; Jornada completa

Descripción de la vacante

PIMCO, based in Newport Beach, seeks a Client Operations Specialist to oversee the portfolio event process, including onboarding new accounts, terminations, in-kind transfers, and portfolio modifications. You will work closely with Client Management and cross-functional teams to uncover client needs and translate them into actionable plans.

This role emphasizes collaboration, process improvement, and operational efficiency, with opportunities to automate workflows and enhance client experience.

Formación

• Bachelor's degree required.
• Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably fixed income.
• Knowledge of the portfolio event process and derivatives is preferred.
• Experience automating business processes using workflow automation or BI tools is desirable.

Responsabilidades

• Oversee the portfolio event process: onboarding new accounts, terminations, in-kind transfers, and portfolio modifications.
• Identify opportunities to enhance operational processes and mitigate risks.
• Collaborate cross-functionally to implement client solutions and improve processes.
• Document project phases and prepare summary reports for management review.
• Coordinate activities across Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations; liaise with banks and transition managers.
• Foster a collaborative environment and contribute to all stages of the client portfolio lifecycle.

Conocimientos

Project management

Cross-functional collaboration

Fixed income knowledge

Economics knowledge

Attention to detail

Educación

Bachelor's degree

Descripción del empleo

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.Role OverviewThe 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. You will also work on operations-related projects that enhance custodian communication, optimize workflow, and create operational efficiency.About YouIf 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. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.ResponsibilitiesThe 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.QualificationsMinimum 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: $ 120,000.00 - $ 135,000.00Equal Employment Opportunity and Affirmative Action StatementPIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), 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. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.Applicants with DisabilitiesPIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.