Client Operations Manager
PIMCO•Newport Beach, CA
•$120,000 - $135,000•Hybrid
About The Position
The 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.
Requirements
- Minimum 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.
Responsibilities
- 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.
Benefits
- Base salary and a discretionary bonus
- Total compensation approach
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
