The Internal Servicing Team (IST) plays a vital role in delivering exceptional service to PIMCO’s institutional clients. Collaborating closely with the Account Management team within Client Management (CM) Americas, we focus on providing top-tier operational support, relationship management and portfolio event oversight. In this client-facing role, our team works cross-functionally with Client Management, Product Management, Portfolio Management, Legal, Compliance, Transitions, and other Operations teams to identify client needs, develop effective solutions, and execute them efficiently.
In this role, you will be responsible for the daily operational servicing for large institutional clients, working directly with clients and Account Managers to implement benchmark and guideline changes, facilitating in-kind asset transfers, processing client cash flows, monitoring compliance, and addressing operational and trade-related inquiries. You will also support various operational initiatives and projects aimed at enhancing the client experience, optimizing workflows, and improving operational efficiencies. Our goal is to provide best-in-class operational servicing support to our Account Managers, enabling them to focus on investment servicing and sales efforts by leveraging the specialized knowledge of our team.
If you are client-focused, understand operational servicing processes, and are eager to contribute to a dynamic team, we encourage you to contact us!
ResponsibilitiesThe key responsibilities include, but are not limited to:
- Oversee and manage all operational aspects of client servicing and relationship management, which includes,
- Working directly with clients, custodians and transition managers to address inquiries or facilitate portfolio events.
- Supporting compliance monitoring, client cash flow requests, benchmark and guideline changes, in-kind asset transfers and collaborating closely with the Transitions team for new account onboardings, terminations, and bank changes.
- Addressing accounting, overdraft, pricing and settlement issues by collaborating with external service providers to resolve issues and breaks.
- Maintaining responsibility for recurring client tasks on monthly, quarterly, or annual basis.
- Lead and coordinate client outreach projects related to industry-wide regulatory changes and other firm-wide initiatives, centralizing outreach efforts and managing 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 innovative client solutions, while enhancing existing processes to elevate the client experience, and achieve operational excellence.
- Provide ongoing operational support across CM Americas accounts by centralizing and coordinating tax form requests, LEI renewals, country market openings and other ad hoc requests.
Qualifications- Minimum of a bachelor’s degree required.
- Minimum of 5 years of professional experience within the financial services industry, preferably focused on fixed income.
- Knowledge of fixed income securities and portfolio management strategies.
- Highly motivated self-starter with the ability to work both collaboratively and independently.
- Excellent time-management, organization and communication skills.
- A standout teammate who demonstrates a collaborative spirit, actively contributes to team goals, and fosters a positive work environment. You should have a track record of building strong relationships with colleagues, share knowledge, and support others in achieving shared objectives.
- Strong project management skills.
- Ability to multitask and thrive in a demanding, fast-paced environment while managing multiple competing priorities and projects with high-quality output.
- Ability to clearly articulate analysis, both in writing and verbally.
- Clear commitment to PIMCO's culture, values and approach.
Professional Skills RequirementsIf the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you will have the chance to make a meaningful impact:
- Exceptional Organizational Skills and Resourcefulness: You excel in managing multiple projects with your outstanding organizational and project management abilities. Your critical thinking skills enable you to solve complex problems creatively and resourcefully. Self-motivated, you are committed to excellence, demonstrating attention to detail, and possess strong interpersonal and communication skills.
- Adaptability and Collaboration: You thrive in dynamic, fast-paced environments, adept at navigating shifting priorities and ambiguity. Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence, adaptability, and resilience equip you to manage unstructured processes and demanding responsibilities successfully.
- Integrity and Continuous Learning: Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development and staying abreast of industry trends. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
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: $ 145,500.00 - $ 168,000.00
