Specialist, Client Operations & Servicing (Internal Servicing Team)

PIMCO•Newport Beach, CA

About The Position

The Internal Servicing Team (IST) supports PIMCO’s institutional clients through operational servicing, relationship support, and portfolio event oversight. Working closely with Account Management within Client Management (CM) Americas, this client-facing role collaborates with teams including Client Management, Product Management, Portfolio Management, Legal, Compliance, Transitions, and Operations to identify client needs and deliver effective solutions. 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 to improve the client experience, workflows, and operational efficiency. The team provides specialized operational support to Account Managers so they can 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, organization, communication, and project-management skills.
Ability to multitask and manage competing priorities and projects in a demanding, fast-paced environment while producing high-quality work.
Ability to clearly communicate analysis in writing and verbally.
Collaborative approach, including building strong relationships, sharing knowledge, and supporting colleagues in achieving shared goals.
Commitment to PIMCO’s culture, values, and approach.
Strong critical thinking, problem-solving, attention to detail, and interpersonal skills.
Adaptability and resilience when navigating shifting priorities, ambiguity, and unstructured processes.
High ethical standards, integrity, sound judgment, intellectual curiosity, and commitment to professional development and staying current with industry trends.

Nice To Haves

Financial services experience 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.
Coordinate with the Transitions team on new account onboardings, terminations, and bank changes.
Resolve accounting, overdraft, pricing, and settlement issues by working with external service providers.
Complete recurring client tasks on monthly, quarterly, or annual schedules.
Lead and coordinate client outreach concerning industry-wide regulatory changes and firm-wide initiatives, centralizing outreach and managing related client inquiries for Client Management.
Identify opportunities to enhance operational processes and mitigate potential risks.
Collaborate cross-functionally to develop client solutions, improve processes, enhance the client experience, and achieve operational excellence.
Provide operational support across CM Americas accounts by coordinating tax form requests, LEI renewals, country market openings, and other ad hoc requests.