Analyst-Associate New Accounts

PIMCO • San Diego, CA

6d

About The Position

Reporting to the New Accounts Manager, the Client Service Analyst/Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team’s goal of deepening the trust our clients have placed in the firm. You will work as a liaison between our external clients and our internal investment professionals as well as third party vendors to ensure accurate oversight of the account implementation process.

Requirements

• 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
• Proficiency in Excel, Word, and Outlook
• Ability to obtain FINRA Series 7 & 63 licenses within 90-days

Nice To Haves

• Experience with CRM, Appian and Archer preferred
• Working knowledge of operations and client service preferred

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 maintenance of 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.

Benefits

• Base salary and a discretionary bonus
• Total compensation approach

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level