Job Title: Analyst-Associate New Accounts
- Details
- Employer: PIMCO
- Location: San Diego – CA
- Functions: Investment & Asset Management
- Industries: Financial Services – Asset & Wealth Management
- Salary: 72000.00 – 88000.00 USD per year
- Type of Job: Full Time
- Anticipated Job Start Date:
- Description:
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.
Reporting to the New Accounts Manager, the Client Service Analyst/Associate will primarily be responsible for fulfilling new account administration initiated by Clients and Advisors, all while maintaining the team’s goal of deepening the trust our clients have placed in the firm. You will work as a liaison between our external clients and our internal investment professionals as well as third party vendors to ensure accurate oversight of the account implementation process.
Principal Duties and Essential Functions:
- Properly document all aspects of the new account opening process, including, but not limited to, pre-filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, and reviewing account set up for accuracy
- Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
- Orchestrate team in development, documentation and maintenance of firm processes and procedures
- Collaborate effectively with internal teams—including firm management—and external partners to address and resolve client requests and issues, ensuring timely follow-up and providing support as required
- Participate in client meetings as an operational expert as needed
- Assist in general administrative duties such as answering phones, directing phone calls, and duties as needed.
Requirements/Qualifications:
- Bachelor’s degree from an accredited 4-year institution
- 1-4 years of experience in the Client Service arena, preferably within financial services
- High degree of accuracy, detail orientation and strong problem-solving skills
- Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organized
- 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 finish
- Outstanding verbal and written communication skills, and a “client first” attitude
- Strong interpersonal and problem-solving skills with the ability to work effectively in and contribute to a dynamic, fast paced team environment
- Ability to work independently and in a collaborative team environment
- Proficiency in Excel, Word, and Outlook
- Experience with CRM, Appian and Archer preferred
- Working knowledge of operations and client service preferred
- Ability to obtain FINRA Series 7 & 63 licenses within 90-days
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Application Methods:
Salary Range: $ 72,000.00 – $ 88,000.00