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PIMCO

Client Operations Specialist

PIMCO

. Oversee the portfolio event process, including onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $120,000 - $135,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Client Operations within the financial services industry, focusing on the portfolio event process, project management, and cross-functional collaboration. Proficient in enhancing operational processes and utilizing workflow automation tools to improve efficiency.

Highest-signal resume keywords
Client Operations ExperiencePortfolio Event Process KnowledgeProject Management SkillsWorkflow Automation ExperienceFixed Income Fundamentals

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Portfolio ManagementInvestment OperationsDerivatives KnowledgeEconomics UnderstandingBusiness Process Automation
Soft Skills
CollaborationRelationship BuildingTeam Environment Fostering
Tools & Technologies
Business Intelligence ToolsProductivity Tools
Industry Keywords
Financial ServicesClient ManagementTransitions ManagementFixed Income

About the role

Key responsibilities & impact
  • Oversee the portfolio event process, including onboarding new accounts, managing terminations, facilitating in-kind transfers, and modifying existing portfolios
  • Identify opportunities to enhance operational processes and mitigate potential risks
  • Collaborate cross-functionally to develop and implement client solutions and improve existing processes
  • Document project phases and prepare summary reports for management review
  • Coordinate activities across Client Management, Client Servicing, Portfolio Management, Product Management, Legal, Compliance, Funds Administration, Analytics, Performance, Operations, clients, banks, and transition managers
  • Foster a collaborative team environment and build strong relationships
  • Participate in all stages of the client portfolio lifecycle and share responsibility for implementation decisions

Requirements

What you’ll need
  • Minimum of a bachelor’s degree required
  • Minimum 5 years of professional experience within Client Operations in the financial services industry, preferably focused on fixed income
  • Demonstrated knowledge of the portfolio event process
  • Working knowledge of economics, fixed income fundamentals, or portfolio management
  • Prior experience working in/with Client Management and/or Transitions Management
  • Strong project management skills
  • Experience automating business processes utilizing workflow automation, business intelligence, or other productivity tools
  • Experience in investment operations or with derivatives

Benefits

Comp & perks
  • Base salary
  • Discretionary bonus
  • Reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures