Specialist, Client Operations & Servicing (Internal Servicing Team)

PIMCO•Newport Beach, CA

1d•$145,500 - $168,000

About The Position

PIMCO’s Internal Servicing Team (IST) provides operational support, relationship management, and portfolio event oversight for institutional clients, working closely with Account Management within Client Management (CM) Americas. The team collaborates across Client Management, Product Management, Portfolio Management, Legal, Compliance, Transitions, and other Operations teams to identify client needs, develop solutions, and carry them out efficiently. The Specialist is responsible for daily operational servicing for large institutional clients, working directly with clients and Account Managers on benchmark and guideline changes, in-kind asset transfers, client cash flows, compliance monitoring, and operational or trade-related inquiries. The role also supports initiatives and projects that enhance client experience, optimize workflows, and improve operational efficiency, while providing specialized support that allows Account Managers to focus on investment servicing and sales efforts.

Requirements

Bachelor’s degree required.
At least 5 years of professional experience in the financial services industry.
Knowledge of fixed income securities and portfolio management strategies.
Ability to work collaboratively and independently.
Strong time-management, organizational, and communication skills.
Collaborative approach, including relationship-building, knowledge-sharing, and supporting team goals.
Strong project management skills.
Ability to multitask and perform in a demanding, fast-paced environment while managing competing priorities and projects.
Ability to clearly communicate analysis in writing and verbally.
Commitment to PIMCO’s culture, values, and approach.
Strong critical thinking, problem-solving, attention to detail, interpersonal skills, and resourcefulness.
Ability to adapt to shifting priorities, ambiguity, unstructured processes, and demanding responsibilities.
High ethical standards, integrity, sound judgment, and interest in professional development and industry trends.

Nice To Haves

Experience in financial services focused on fixed income is preferred.

Responsibilities

Oversee operational aspects of client servicing and relationship management.
Work directly with clients, custodians, and transition managers to address inquiries and facilitate portfolio events.
Support compliance monitoring, client cash flow requests, benchmark and guideline changes, and in-kind asset transfers.
Collaborate with the Transitions team on new account onboardings, terminations, and bank changes.
Address accounting, overdraft, pricing, and settlement issues by working with external service providers to resolve issues and breaks.
Maintain recurring client tasks on a monthly, quarterly, or annual basis.
Lead and coordinate client outreach projects related to industry-wide regulatory changes and firm-wide initiatives; centralize outreach and manage associated client inquiries on behalf of Client Management.
Identify opportunities to enhance operational processes and mitigate potential risks.
Collaborate cross-functionally to develop and implement client solutions and improve existing processes and client experience.
Provide operational support across CM Americas accounts by coordinating tax form requests, LEI renewals, country market openings, and other ad hoc requests.