New Accounts Analyst / Associate - Client Services

PIMCO Ltd. - Pacific Investment Management Company; San Diego (CA); On-site; USD 72,000 - 88,000; Full time

Job summary

PIMCO in San Diego, CA seeks a Client Service Analyst/Associate to manage new account administration, acting as a liaison between clients and internal investment professionals, and coordinating with third-party vendors for accurate account implementation. The role requires a Bachelor’s degree, 1–4 years in client service within financial services, meticulous attention to detail, and strong communication.

Excel, Word, and Outlook proficiency is expected; FINRA Series 7 & 63 licenses may be

Qualifications

• Bachelor's degree from an accredited 4-year institution.
• 1-4 years of experience in the Client Service arena, preferably within financial services.
• High degree of accuracy, detail orientation and strong problem-solving skills.
• Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organized.
• Mature, innovative, self-starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finish.
• Outstanding verbal and written communication skills, and a 'client first' attitude.
• Strong interpersonal and problem-solving skills with the ability to work effectively in and contribute to a dynamic, fast paced team environment.
• Ability to work independently and in a collaborative team environment.

Responsibilities

• Properly document all aspects of the new account opening process, including, but not limited to, pre-filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, and reviewing account set up for accuracy
• Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
• Orchestrate team in development, documentation and maintenanceof firm processes and procedures
• Collaborate effectively with internal teams-including firm management-and external partners to address and resolve client requests and issues, ensuring timely follow-up and providing support as required
• Participate in client meetings as an operational expert as needed
• Assist in general administrative duties such as answering phones, directing phone calls, and duties as needed.

Skills

Attention to detail

Strong communication skills

Ability to work independently

Team collaboration

Education

Bachelor's degree

Tools

Excel

Word

Outlook

CRM

Appian

Archer

Job description

PIMCO in San Diego, CA seeks a Client Service Analyst/Associate to manage new account administration, acting as a liaison between clients and internal investment professionals, and coordinating with third-party vendors for accurate account implementation. The role requires a Bachelor’s degree, 1–4 years in client service within financial services, meticulous attention to detail, and strong communication.

Excel, Word, and Outlook proficiency is expected; FINRA Series 7 & 63 licenses may be