Client Operations Specialist

PIMCO•Newport Beach, CA

1d•$120,000 - $135,000

About The Position

The Client Operations team serves as a central operational liaison, overseeing and enhancing portfolio events, including account onboarding, terminations, in-kind transfers, and portfolio modifications. The Client Operations Specialist partners closely with Client Management and works cross-functionally to identify client needs, turn them into actionable plans, and execute those plans. The role also contributes to operations projects that improve custodian communication, optimize workflows, and create operational efficiency. The position involves participating in all stages of the client portfolio lifecycle and sharing responsibility for key implementation decisions. The successful candidate is organized, resourceful, adaptable, collaborative, attentive to detail, and committed to ethical conduct and continuous learning.

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, 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 improve operational processes and mitigate potential risks.
Collaborate across functions to develop and implement client solutions and enhance processes to improve the client experience.
Document project phases and prepare summary reports for management review.
Coordinate activities among internal departments and external stakeholders, including clients, banks, and transition managers.
Build strong relationships and foster a collaborative team environment, 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 workflows, and create operational efficiency.