Client Service/New Accounts

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 (New Accounts) you will play a crucial role in fulfilling new account administration initiated by clients and advisors. Your primary goal will be to deepen the trust our clients place in our firm. You will act as a liaison between our external clients and internal investment professionals, ensuring accurate oversight of the account implementation process.

Principal Duties and Essential Functions

• Documentation: Accurately document all aspects of the new account opening process, including pre-filling custodial paperwork and investment management agreements, confirming the completion of client documents, and reviewing account setups for accuracy
• Innovative Solutions: Take the initiative to find creative solutions for resolving account matters and handling sensitive client interactions
• Process Development: Collaborate with the team to develop, document, and maintain firm processes and procedures
• Cross-Functional Collaboration: Work closely with various teams within the firm, including management, to resolve client requests and issues, providing support as needed
• Client Meetings: Participate in client meetings as an operational expert when required
• Administrative Support: Assist with general administrative duties such as answering phones, directing calls, and other tasks as needed

Requirements/Qualifications

To excel in this role, you should possess:

• A bachelor’s degree from an accredited four-year institution
• 1-4 years of experience in client service, preferably within the financial services industry
• A high degree of accuracy, attention to detail, and strong problem-solving skills
• The ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain organized
• A mature, innovative, self-starter attitude with a strong desire to take ownership of responsibilities and see tasks through to completion
• Outstanding verbal and written communication skills, coupled with a “client first” mindset
• Strong interpersonal and problem-solving abilities, with the capacity to thrive in a dynamic, fast-paced team environment
• Proficiency in Excel, Word, and Outlook
• Experience with CRM systems, Appian, and Archer is preferred
• A working knowledge of operations and client service is a plus

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.