Client Service Associate (New Accounts)

Reporting to the New Accounts Manager, the Client Service 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 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
• Work 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 needed
• 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
• 2+ 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; FINRA registrations are 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 therefore is determined by company, business, team, and individual performance.

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