Client Operations Specialist, Servicing

PIMCO

. Oversee and manage all operational aspects of client servicing and relationship management .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $145,500 - $168,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client servicing and relationship management within the financial services industry, particularly in fixed income securities and portfolio management. Proven ability to enhance operational processes, manage multiple priorities, and communicate effectively with clients and stakeholders.

Highest-signal resume keywords

Client Servicing ManagementFixed Income Securities KnowledgeProject Management SkillsOperational Process ImprovementRegulatory Compliance Monitoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio Management StrategiesCompliance MonitoringCash Flow ManagementAccounting Issue ResolutionRisk MitigationTax Form CoordinationLEI RenewalsMarket OpeningsIn-Kind Asset TransfersClient Onboarding

Soft Skills

Time ManagementOrganization SkillsCommunication SkillsCritical ThinkingProblem-SolvingInterpersonal SkillsAdaptabilityEmotional IntelligenceResilienceAttention to Detail

Industry Keywords

Financial ServicesFixed IncomeClient ManagementOperational SupportIndustry Regulatory ChangesClient OutreachPortfolio EventsService ProvidersClient InquiriesProfessional Development

About the role

Key responsibilities & impact

Oversee and manage all operational aspects of client servicing and relationship management
Work directly with clients, custodians and transition managers to address inquiries or facilitate portfolio events
Support compliance monitoring, client cash flow requests, benchmark and guideline changes, in-kind asset transfers, and new account onboardings, terminations, and bank changes
Address accounting, overdraft, pricing and settlement issues by collaborating with external service providers to resolve issues and breaks
Maintain responsibility for recurring client tasks on a monthly, quarterly, or annual basis
Lead and coordinate client outreach projects related to industry-wide regulatory changes and firm-wide initiatives
Centralize outreach efforts and manage associated client inquiries on behalf of Client Management
Identify opportunities to enhance operational processes and mitigate potential risks
Collaborate cross-functionally to develop and implement innovative client solutions and improve existing processes
Provide ongoing operational support across CM Americas accounts by coordinating tax form requests, LEI renewals, country market openings and other ad hoc requests

Requirements

What you’ll need

Minimum of a bachelor’s degree required
Minimum of 5 years of professional experience within the financial services industry, preferably focused on fixed income
Knowledge of fixed income securities and portfolio management strategies
Ability to work collaboratively and independently
Excellent time-management, organization and communication skills
Strong project management skills
Ability to multitask and thrive in a demanding, fast-paced environment while managing multiple competing priorities and projects with high-quality output
Ability to clearly articulate analysis, both in writing and verbally
Clear commitment to PIMCO's culture, values and approach
Exceptional organizational skills and resourcefulness
Critical thinking and problem-solving skills
Attention to detail and strong interpersonal and communication skills
Adaptability, emotional intelligence, and resilience
High ethical standards, integrity, and sound judgment
Intellectual curiosity and commitment to professional development and staying abreast of industry trends

Benefits

Comp & perks

Discretionary bonus
Reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures