Client Operations Specialist

PIMCO • Austin, TX

1d • $120,000 - $135,000

About The Position

The Client Operations Specialist serves on PIMCO’s Client Operations team, which provides central operational oversight and support for portfolio events. These events include onboarding new accounts, terminations, in-kind transfers, and modifications to existing portfolios. The specialist partners closely with Client Management and other teams to identify client needs, translate them into actionable plans, and execute those plans.

The role also supports operations-related projects focused on improving custodian communication, optimizing workflows, increasing operational efficiency, enhancing processes, and mitigating risk. The specialist coordinates work across internal departments and external stakeholders and participates in key implementation decisions throughout the client portfolio lifecycle.

Requirements

• Bachelor’s degree required.
• At least 5 years of professional experience in Client Operations within the financial services industry.
• Demonstrated knowledge of the portfolio event process.
• Working knowledge of economics, fixed income fundamentals, or portfolio management.
• Prior experience working in or with Client Management and/or Transitions Management.
• Strong project management skills.
• Ability to manage multiple projects, solve complex problems, and demonstrate attention to detail.
• Strong interpersonal and communication skills, adaptability, collaboration, resilience, integrity, and sound judgment.

Nice To Haves

• Client Operations experience focused on fixed income.
• Experience automating business processes using workflow automation, business intelligence, or other productivity tools.
• Experience in investment operations or with derivatives.

Responsibilities

• Oversee portfolio events, including 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 client solutions and improve processes to elevate the client experience.
• 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, as well as with clients, banks, and transition managers.
• Foster a collaborative team environment by building strong relationships and helping team members understand their contributions to project success.
• Participate in all stages of the client portfolio lifecycle and share responsibility for key implementation decisions.
• Contribute to operations-related projects that enhance custodian communication, optimize workflow, and create operational efficiency.

What This Job Offers

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