Client Service Associate

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Job description

General Information Ref #: 31322 Functional Area: Operations Employee Type: Full Time Location: Solana Beach Date published: 30-Nov-2021 About Us: We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $2.2 trillion in assets for clients around the world. PIMCO has over 3,070 employees in 22 offices globally. PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.PIMCO is one of the world's premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities. Position Description: Principal Duties and Essential Functions:Play an integral role in all client service and apply strategic coordination to complex onboarding and large account conversionsTake initiative in finding innovative solutions to resolve complex high-level account matters and sensitive client interactionsOrchestrate team in development, documentation and maintenance of firm processes and proceduresWork collaboratively with various teams within the firm including firm management to resolve and follow up on client requests and issues, as well as provide support as neededParticipate in client meetings as an Operational expert as neededAssist in general administrative duties such as answering phones, directing phone calls, and duties as needed. Position Requirements: Requirements/Qualifications:Bachelor's degree from an accredited 4-year institution3+ of experience in the Client Service arena or within financial servicesHigh degree of accuracy, detail orientation and strong problem-solving skillsAbility to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organizedMature, innovative, self-starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finishHigh level of integrity, outstanding verbal and written communication skills, and a client first attitudePreferred Qualifications:Mature, innovative, self-starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finishHigh level of professionalism, exceptional verbal and written communication skills, and a client first attitudeStrong interpersonal and problem-solving skills with the ability to work effectively in and contribute to a dynamic, fast paced team environmentProficiency in Excel, Word, and OutlookExperience with CRM preferred Benefits: PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and well-being of you and your family. Benefits vary by location but may include:Medical, dental, and vision coverageLife insurance and travel coverage401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employmentWork/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programsCommunity involvement opportunities with The PIMCO Foundation in each PIMCO office < Back to search results