Client Operations Specialist - Institutional Servicing

PIMCO Ltd. - Pacific Investment Management Company; New York (NY); On-site; USD 146,000 - 168,000; Full time

Job summary

PIMCO is seeking an experienced Operations professional for the Internal Servicing Team (IST) to deliver top-tier operational client servicing for institutional clients in CM Americas. You will coordinate with Account Managers, manage portfolio events and oversee compliance, cash flows, and in-kind transfers.

High attention to detail and cross-functional collaboration are essential. The role emphasizes process improvement, client satisfaction, and operational excellence in a fast-paced

Qualifications

• Minimum of a bachelor's degree required.
• Minimum of 5 years of professional experience within the financial services industry, preferably focused on fixed income.
• Knowledge of fixed income securities and portfolio management strategies.
• Excellent time-management, organization and communication skills.
• A standout teammate who demonstrates a collaborative spirit, actively contributes to team goals, and fosters a positive work environment.
• Strong project management skills.
• Ability to multitask and thrive in a demanding, fast-paced environment while managing multiple competing priorities and projects with high-quality output.
• Ability to clearly articulate analysis, both in writing and verbally.

Responsibilities

• Oversee and manage all operational aspects of client servicing and relationship management.
• Work directly with clients, custodians and transition managers to address inquiries or facilitate portfolio events.
• Support compliance monitoring, client cash flow requests, benchmark and guideline changes, in-kind asset transfers and collaborating closely with the Transitions team for new account onboardings, terminations, and bank changes.
• Address accounting, overdraft, pricing and settlement issues by collaborating with external service providers to resolve issues and breaks.
• Maintain responsibility for recurring client tasks on monthly, quarterly, or annual basis.
• Lead and coordinate client outreach projects related to industry-wide regulatory changes and other firm-wide initiatives, centralizing outreach efforts and managing associated client inquiries.
• 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, and achieve operational excellence.
• Provide ongoing operational support across CM Americas accounts by centralizing and coordinating tax form requests, LEI renewals, country market openings and other ad hoc requests.

Skills

5+ years exp in financial services

Fixed income knowledge

Excellent time-management

Strong communication skills

Project management

Organizational skills

Collaborative spirit

Independent worker

Multitasking

Analytical writing and verbal skills

Education

Bachelor's degree

Job description

PIMCO is seeking an experienced Operations professional for the Internal Servicing Team (IST) to deliver top-tier operational client servicing for institutional clients in CM Americas. You will coordinate with Account Managers, manage portfolio events and oversee compliance, cash flows, and in-kind transfers.

High attention to detail and cross-functional collaboration are essential. The role emphasizes process improvement, client satisfaction, and operational excellence in a fast-paced