Client Operations Specialist

PIMCO•Newport Beach, CA

About The Position

The Client Operations team serves as a central operational liaison, overseeing and enhancing the portfolio event process, including onboarding new accounts, terminations, in-kind transfers, and modifications to existing portfolios. The Client Operations Specialist partners closely with client management and works cross-functionally to identify client needs, translate them into actionable plans, and execute those plans. The role also contributes to operations-related projects that improve custodian communication, optimize workflows, and create operational efficiency. The role calls for strong organization, project management, critical thinking, attention to detail, interpersonal communication, adaptability, collaboration, integrity, and a commitment to continuous learning. The specialist works with internal departments and external stakeholders throughout the client portfolio lifecycle and shares responsibility for key implementation decisions.

Requirements

Bachelor’s degree required.
Minimum of 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.
Experience automating business processes using workflow automation, business intelligence, or other productivity tools.
Strong organizational, critical-thinking, problem-solving, interpersonal, and communication skills.
Ability to adapt to shifting priorities and ambiguity and work effectively across diverse teams.

Nice To Haves

Financial services experience focused on fixed income.
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 existing 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.
Build strong working relationships and foster a collaborative team environment.
Participate in all stages of the client portfolio lifecycle and share responsibility for key implementation decisions.