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Client Operations Specialist at PIMCO - ApplyBlast

Client Operations Specialist

PIMCO

4 days ago

3.8 on Glassdoor

New York, New York, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Client Operations Specialist serves as a central operational liaison for PIMCO, focusing on overseeing and enhancing the portfolio event process, including onboarding new accounts, terminations, in-kind transfers, and modifying existing portfolios. This role involves partnering with client management, working cross-functionally to uncover client needs, and executing actionable plans to optimize workflow and create operational efficiency. The specialist will also contribute to operations-related projects that enhance custodian communication and elevate the client experience.

Responsibilities

Oversee portfolio event process including onboarding and terminations
Collaborate cross-functionally to develop innovative client solutions
Coordinate activities across various departments and external stakeholders

Skills

About PIMCO

pimco.com

Headquarters

Newport Beach, California, United States

Company Size

1001-5000 employees

Founded

1971

View Profile

PIMCO is an investment management firm providing solutions for institutions, financial professionals and millions of individuals worldwide. Learn more.