Talent.com
No longer accepting applications
Client Operations & Servicing Associate

Client Operations & Servicing Associate

PIMCONew York, NY, US
2 days ago
Job type
  • Full-time
Job description

PIMCO Client Reporting Associate

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Position Description

The Client Reporting team serves as a central operational liaison, focusing on oversight, client servicing, operational efficiency, and relationship management. The team collaborates cross-functionally to identify client needs, translate them into effective solutions, and execute accordingly. Responsibilities include supporting operations-related projects aimed at enhancing external communication, optimizing reporting, addressing client operational or trade-related inquiries, and creating operational efficiencies.

The Client Reporting Associate ensures that all aspects of operational servicing are managed effectively while identifying opportunities to enhance processes and mitigate risks. This role requires collaboration within a small PIMCO team and coordination with several departments, including Client Management, Product Management, Portfolio Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations.

Location

Newport Beach, CA or Austin, TX or New York, NY

Responsibilities

The key responsibilities include, but are not limited to :

  • Overseeing and managing all operational aspects of client servicing and relationship management.
  • Working directly with clients, brokers, and custodians.
  • Collaborating with Client Management to address client reporting needs and overseeing our outsourced reporting team.
  • Maintaining responsibility for recurring client tasks on monthly, quarterly, or annual schedules.

Qualifications

  • Minimum of a bachelor's degree, preferably in an numerate subject.
  • 3 years of professional experience in the financial markets, preferably with a focus on fixed income.
  • Working or academic knowledge of economics, fixed income fundamentals, fixed income analytics, and / or portfolio management.
  • Professional Skills Requirements

  • Excellent verbal and written communication, facilitation, and interpersonal skills, with the ability to engage effectively across all levels of the organization.
  • Quick learner, adaptable to new processes, concepts, and skills.
  • Highly motivated self-starter with the ability to work both collaboratively and independently.
  • Demonstrated competence in strategic, analytical, conceptual, and innovative thinking, including the ability to synthesize and analyse data.
  • Ability to multitask and thrive in a demanding, fast-paced environment while managing multiple competing priorities and projects with high-quality output.
  • Proven ability to navigate unstructured processes and manage responsibilities across multiple concurrent projects and competing demands.
  • Foster a positive work environment and culture for all employees, building a strong team by cultivating relationships and demonstrating how individual contributions impact overall project success.
  • Participate in client lifecycle stages and share ownership of key implementation decisions.
  • Proactive in outreach and follow-ups.
  • Ability to provide constructive feedback on new products, collaborative teams, or processes we adopt.
  • Diligent in tracking data related to completed work.
  • PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

    Salary Range : $87,000.00 - $93,000.00

    Equal Employment Opportunity and Affirmative Action Statement

    PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion, sex, sexual orientation, gender, age, military or veteran status, disability, any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

    Applicants with Disabilities

    PIMCO is an Equal Employment Opportunity / Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

    Create a job alert for this search

    Client Associate • New York, NY, US

    Related jobs
    • Promoted
    Client Delivery Specialist Associate

    Client Delivery Specialist Associate

    A and B Talent Acquisition, Inc..Stamford, CT, US
    Full-time
    Position Title : Client Delivery Specialist Associate Location : Stamford, CT or Salt Lake City, UT Status : Contract — 6 months, Status : TBD Shift / Schedule : To be determined Pay Range : Open to Mark...Show moreLast updated: 22 days ago
    • Promoted
    Team Lead, Accounts Receivable Services - Onsite

    Team Lead, Accounts Receivable Services - Onsite

    Med-MetrixRed Bank, NJ, US
    Full-time
    The Team Lead, Office Administration will provide timely and efficient clerical support to the Physician Division staff and management. supports the management team with the coordination of activit...Show moreLast updated: 15 days ago
    • Promoted
    Operations & Client Service Associate

    Operations & Client Service Associate

    Fusco Personnel Inc.Parsippany, NJ, US
    Full-time
    OPERATIONS & CLIENT SERVICE ASSOCIATE Parsippany, NY Fusco Personnel is currently recruiting for an Operations & Client Service Associate who will play a vital role in supporting our client’s finan...Show moreLast updated: 30+ days ago
    • Promoted
    Account Associate

    Account Associate

    Weichert, RealtorsMorris Plains, New Jersey, US
    Full-time
    Weichert Insurance Agency is hiring an Account Associate at the corporate location in Morris Plains, NJ.The Account Associate is responsible for providing routine service, customer support, and adm...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Director, Conferences Strategy

    Associate Director, Conferences Strategy

    GartnerStamford, CT, United States
    Full-time
    The Associate Director, Conferences Strategy is a high-impact, high-visibility leadership role at the heart of our mission to double the Conferences business. This leader partners directly with the ...Show moreLast updated: 25 days ago
    • Promoted
    Associate I - Prime Client Operations

    Associate I - Prime Client Operations

    New Jersey StaffingJersey City, NJ, US
    Full-time
    Client Service Delivery Associate I.Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Associate...Show moreLast updated: 10 days ago
    • Promoted
    Client Onboarding & Implementation Associate

    Client Onboarding & Implementation Associate

    Instant ImpactStamford, CT, US
    Full-time +1
    Instant Impact is hiring for a new Client Onboarding & Implementation Associate to join an expanding UK headquartered financial services business' U. This role is perfect for someone who enjoys ...Show moreLast updated: 2 days ago
    Client Services Associate

    Client Services Associate

    PEAR Core Solutions, Inc.Jericho, NY, US
    Full-time
    Quick Apply
    A Client Service Associate role is now available for our Financial Services client.A prestigious position to work with wealth management professionals that care about their clients, and their peopl...Show moreLast updated: 30+ days ago
    • Promoted
    Client Relationship Associate

    Client Relationship Associate

    Accelerated ManagementNew Brunswick, NJ, US
    Full-time
    If you’ve ever been told you “talk too much”, we might just call that a superpower.As a Client Relationship Associate , you’ll be the face of our Verizon partnership in New Jersey - guiding custome...Show moreLast updated: 21 days ago
    • Promoted
    Analyst / Associate, Client Service, Alternative Investments

    Analyst / Associate, Client Service, Alternative Investments

    GalaxyNew York, NY, US
    Full-time
    Analyst / Associate, Client Service, Alternative Investments.Galaxy is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and...Show moreLast updated: 30+ days ago
    • Promoted
    Account Manager

    Account Manager

    Worxweb SolutionsRed Bank, null, US, 07701
    Full-time
    Find a Career You Can Grow in for the Long Run.Worxweb Solutions is proud to partner with a rapidly growing financial services firm to present an exciting opportunity for experienced professionals ...Show moreLast updated: 25 days ago
    • Promoted
    Director of Client Onboarding

    Director of Client Onboarding

    Broadridge Financial SolutionsNewark, NJ, US
    Full-time
    Director Of Client On-Boarding.At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping o...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce10010 New York, NY, US
    Full-time
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show moreLast updated: 30+ days ago
    • Promoted
    Client Solutions Associate

    Client Solutions Associate

    ProgynyNew York, NY, US
    Full-time
    Progyny is looking for a motivated Client Solutions Associate to support internal and external stakeholders throughout our benefit implementation process. The Client Solutions Associate will be resp...Show moreLast updated: 7 days ago
    • Promoted
    Preauthorization Associate

    Preauthorization Associate

    RWJ New BrunswickNew Brunswick, NJ, US
    Full-time
    Location : Morris Cancer Center.Department Name : Cancer Ctr-Admin.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey. The compensation offered to th...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Client Services Associate

    Client Services Associate

    WEXBronx, NY, US
    Full-time
    The Client Service Associate will oversee client accounts with guidance and oversight from Sr.Strategic / Principal Client Service Manager. The Client Service Associate will be engaged from implementa...Show moreLast updated: less than 1 hour ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Axelon Services CorporationNew York, NY, US
    Full-time
    Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to...Show moreLast updated: 5 days ago
    • Promoted
    Client Operations Manager

    Client Operations Manager

    ReferWellStamford, CT, US
    Full-time
    ReferWell is a health tech company transforming access to care and elevating patient engagement.The company's cutting-edge Perfect Match? scheduling platform and unique care navigation services eli...Show moreLast updated: 30+ days ago