Client Operations Specialist/Manager

Newport Beach, USA
07 Mar 2022
23 Mar 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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:

About the Role The Client Operations team serves as a central operational liaison that focuses on oversight and enhancement to the portfolio event process, including onboarding new accounts and modifying existing portfolios. As a Client Operations Manager, you will closely partner with client management and work cross-functionally to uncover client needs, translate them into actionable plans, and execute accordingly. You will also work on operations-related projects that enhance custodian communication, optimize workflow, and create operational efficiency.
This role may be based in Austin, TX or Newport Beach, CA.

About You
  • You challenge the status quo by asking "why" and identifying new and better ways of doing things
  • Exceptional organizational and project management skills, including the ability to multi-task and lead many ongoing initiatives
  • Resourceful, inquisitive, and enjoy problem-solving. Many of the concepts and/or solutions we face are sophisticated, and you bring a desire to work through these complex scenarios
  • Proven track record to deliver on assigned responsibilities through pursuing excellence, outstanding attention to detail, and using interpersonal and communication skills
  • You seamlessly adapt to shifting priorities and enjoy working with ambiguity
  • A standout teammate who builds positive relationships and collaborates across multiple levels of a globally diverse organization, including outside vendors
  • Track record of building credibility and trust through consistent behavior, high integrity, and judgment
  • Intellectual curiosity, a dedication to professional development, an ability to learn, and an interest staying on top of emerging trends
  • Self-motivated and thrive in a fast-paced environment
  • High emotional intelligence, are flexible, and resilient
  • Proven record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands
  • Encourage a positive work environment and culture for all employees
  • Ensure all aspects of a portfolio event are handled properly
  • Find opportunities to enhance processes and mitigate risks
  • Work cross-functionally to identify, develop, and implement client solutions and enhance existing processes to improve the client experience
  • Assist in documenting project phases and creating summary reports for company management.
  • Coordinate activities across multiple departments, including: Client Management, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, Operations, as well as external stakeholders (clients, banks, external transition managers, etc.)
  • Contribute to building a strong team by cultivating relationships and illustrate how individual team members affect the success of the entire project
  • Participate in client lifecycle stages and shared ownership of key implementation decision

Position Requirements:

Position Requirements
  • Minimum of a Bachelor's Degree required
  • Minimum 5 years of professional experience within the financial markets, preferably focused on Client Management, Transitions Management or Project Management
  • Working or academic knowledge of economics, fixed income fundamentals, investment operations, derivatives, or portfolio management
Preferred Qualifications
  • Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools
  • Experience in investment operations or with derivatives


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 coverage
  • Life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office

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