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Client Service Associate

2 months ago

San Diego, California, United States PIMCO Full time
About the Role

PIMCO is a global leader in active fixed income, with a 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 non-traditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

The Team

We have a diverse, hardworking, and collegial team of professionals representing different levels of experience across the financial services and asset management industry. Our team environment promotes open communication, collaboration on special projects, and opportunities to hone your skill set. We're committed to the success of our Associates and provide comprehensive training and mentorship from our experienced staff.

The Opportunity

As a Money Movement Associate, you'll be a primary contact for our clients and internal partners, providing best-in-class service by:

  • Effectively processing and detailing money movement requests received from clients while adhering to all wire processing quality and operational controls
  • Authenticating outgoing wire requests with an authorized representative of the account via phone
  • Monitoring wire processing status and confirming wire completion
  • Coordinating with Portfolio Management to accurately communicate cash needs for the client
  • Auditing money movement transactions to ensure compliance with internal controls
  • Preparing internal cash management systems for processing work flows between teams
  • Working reciprocally with various teams within the firm to resolve and follow up on client requests and issues, as well as provide support on special projects
  • Developing new team processes and proactively seeking to improve existing team workflows by refining and implementing changes to existing procedures
  • Providing confirmation and monitoring new deposits into client accounts
Qualifications

To be successful in this role, our qualified candidate will have:

  • Bachelor's degree from an accredited 4-year institution
  • 2-4 years of experience in financial services, asset management, investment banking, or accounting; working knowledge of Operations and Client Service preferred; FINRA registrations are a plus
  • Attention to detail and accuracy are required due to the nature of risk with responsibilities
  • Ambitious, ethical, and capable of building positive relationships
  • Engaging communication skills, both oral and written
  • Works well in a team environment and open to collaboration
  • Working knowledge of Advent APX or APL or with a portfolio accounting system is a plus

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 is determined by company, business, team, and individual performance.

Salary Range: $75,000.00 - $80,000.00

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at [insert contact information]. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online.