Talent.com
Client Operations & Servicing Associate

Client Operations & Servicing Associate

PIMCONewport Coast, CA, US
30+ 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 • Newport Coast, CA, US

    Related jobs
    • Promoted
    Tax Senior, Private Client Services

    Tax Senior, Private Client Services

    BDO USACosta Mesa, CA, US
    Full-time
    Private Client Services Tax Senior.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individu...Show moreLast updated: 28 days ago
    • Promoted
    Client Service Associate (2026 Start)

    Client Service Associate (2026 Start)

    The Trade DeskLos Angeles, CA, United States
    Full-time
    The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world.How? With a media buying platform that helps brands deliver a more insightful and relevan...Show moreLast updated: 30+ days ago
    • Promoted
    AVP / VP, Client Service Manager

    AVP / VP, Client Service Manager

    Cathay Bank - HeadquartersEl Monte, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 22 days ago
    • Promoted
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan StanleyPasadena, CA, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...Show moreLast updated: 30+ days ago
    Bilingual Client Relations Associate

    Bilingual Client Relations Associate

    Avrek LawNewport Beach, CA, US
    Full-time
    Quick Apply
    Step into the front lines of client care—and show the world how exceptional service really sounds.Every day brings a new set of stories, personalities, and challenges, so no two days are ever the s...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Team Leader

    Associate Team Leader

    H&R BlockLong Beach, CA, US
    Full-time +1
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 18 days ago
    • Promoted
    Client Services Coordinator

    Client Services Coordinator

    Savills North AmericaOrange County, CA, United States
    Full-time
    Savills is an organization full of extraordinary individuals.Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our ...Show moreLast updated: 12 days ago
    • Promoted
    Business Operations Coordinator

    Business Operations Coordinator

    Real Estate Advisors, Inc. USASan Clemente, CA, United States
    Full-time
    We are seeking a highly organized, detail-driven Business Operations Coordinator to support a senior executive based in San Clemente, CA. This role is ideal for someone who thrives in a fast-paced e...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Analyst - Client Accounts - Irvine, CA

    Analyst - Client Accounts - Irvine, CA

    VetJobsIrvine, CA, United States
    Full-time
    ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transition...Show moreLast updated: 17 hours ago
    • Promoted
    Client Service Representative

    Client Service Representative

    ElementHuntington Beach, CA, US
    Full-time
    Client Services Representative.Element has an exciting opportunity for a Client Services Representative to join our growing team. This individual will play a key role in building client loyalty by d...Show moreLast updated: 1 day ago
    • Promoted
    Operations Manager (Site)

    Operations Manager (Site)

    Clearance JobsSan Clemente, CA, US
    Full-time
    Operations Manager (Site) Southern California Tactical Training Range (SCTTR).Manages the activities of training sites.Develops and implements policies and procedures and ensures compliance with th...Show moreLast updated: 30+ days ago
    • Promoted
    PWM Registered Client Service Associate

    PWM Registered Client Service Associate

    Morgan StanleyLong Beach, CA, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce90010 Los Angeles, CA, 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
    Work from Home

    Work from Home

    HomeJobFinderAvalon, CA
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Success Associate

    Customer Success Associate

    Wolters KluwerIrvine, CA, US
    Full-time
    We are currently seeking dynamic Customer Success Associates to join our growing teams across the country.CT Corporation is the global leader of legal entity management, corporate compliance and du...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services Executive

    Client Services Executive

    RenaissanceLos Angeles, CA, United States
    Full-time
    Renaissance Alliance Insurance Services is a leading technology-enabled financial services company aspiring to become the premier provider of business services, technology enablement, and risk tran...Show moreLast updated: 1 day ago
    Client Operations Associate

    Client Operations Associate

    EBizCharge and Century Business SolutionsIrvine, California, United States, 92618
    Full-time
    Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati...Show moreLast updated: 30+ days ago
    • Promoted
    Operations Business Services Associate

    Operations Business Services Associate

    Pacific LifeNewport Coast, CA, US
    Full-time
    Operations Business Services Associate.Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters mos...Show moreLast updated: 30+ days ago