Client Service/Money Movements

The Team

We are a dynamic and diverse group of professionals in the financial services and asset management sectors, committed to excellence in client service. Our team thrives on open communication and collaboration, creating an environment where you can grow both personally and professionally. We prioritize the success of our Analysts and Associates by providing comprehensive training and mentorship from seasoned experts. Join us and take advantage of exciting career advancement opportunities within a team recognized as the "gold standard" in client service.

The Opportunity

As an Analyst/Associate (Money Movements), you will be the primary point of contact for our clients and internal partners, delivering “best in class” service through:

• Efficient Processing: Handle money movement requests from clients with precision, adhering to all wire processing quality and operational controls
• Authentication: Verify outgoing wire requests with authorized account representatives via phone to ensure security and compliance
• Monitoring: Track wire processing status and confirm the successful completion of transactions
• Coordination: Work closely with the Portfolio Management team to accurately communicate client cash needs
• Auditing: Conduct audits of money movement transactions to ensure compliance with internal controls
• System Preparation: Set up internal cash management systems for seamless processing workflows between teams
• Collaboration: Partner with various teams across the firm to resolve client requests and issues, while also supporting special projects
• Process Improvement: Innovate and enhance team processes by refining and implementing changes to existing workflows
• Deposit Monitoring: Provide confirmation and oversee new deposits into client accounts

Qualifications

To thrive in this role, you should possess:

• A bachelor’s degree from an accredited four-year institution
• 1-4 years of experience in financial services, asset management, investment banking, or accounting; familiarity with Operations and Client Service is a plus
• A keen attention to detail and a commitment to accuracy in all tasks
• An ambitious and ethical mindset, with the ability to build and maintain positive relationships
• Exceptional communication skills, both verbal and written
• A collaborative spirit and a strong ability to work effectively within a team

Why Join Us?

If you are passionate about delivering exceptional client service and are looking for a place where you can grow your career, we want to hear from you! Join our team and be part of a culture that values innovation, collaboration, and excellence. Apply today to take the next step in your career!

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.