Analyst-Associate New Accounts

Principal Duties And Essential Functions

• Purposefully document all aspects of the new account opening process, including 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 the team in developing, documenting, and maintaining firm processes and procedures.
• Collaborate effectively with internal teams, including firm management, and external partners to address and resolve client requests and issues, ensuring timely follow-up and providing support as required.
• Participate in client meetings as an operational expert as needed.
• Assist in general administrative duties such as answering phones, directing calls, and other duties as needed.

Requirements/Qualifications

• Bachelor’s degree from an accredited 4-year institution
• 1-4 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
• Proficiency in Excel, Word, and Outlook
• Experience with CRM, Appian, and Archer preferred
• Working knowledge of operations and client service preferred

Pay

Salary Range: $ 72,000.00 - $ 88,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, or marital status under applicable laws. Applicants with Disabilities 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 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.