Client Communications Associate
PIMCO Ltd. - Pacific Investment Management Company - Newport Beach, California, us, 92659![PIMCO Ltd. - Pacific Investment Management Company](/api/image?src=https%3A%2F%2Fgeneral-board-default.s3.us-east-2.amazonaws.com%2Fpublic%2Fimages%2Fdesk-360x180.webp&w=640&q=75&f=webp)
Work at PIMCO Ltd. - Pacific Investment Management Company
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Overview
Client Communications Associate
to join the CM Americas Team. The primary responsibility in this role is to partner with various internal teams to create customized presentation materials, that are both regulatory and brand compliant, for use in client servicing and prospect meetings. This position requires a professional who serves as the intermediary between product strategy teams, compliance, and account management to ensure seamless communication and collaboration.LocationNewport Beach, CAAbout YouIf the following qualities resonate with you, we encourage you to apply for this exciting opportunity.Exceptional Organizational Skills and Resourcefulness:
You exhibit a strong sense of urgency when responding to requests and enjoy problem solving and improving processes. Self-motivated, you are committed to excellence, demonstrating attention to detail. You enjoy balancing multiple, time-sensitive projects.
Adaptability and Collaboration:
You demonstrate a sense of personal growth and accountability and take the initiative to fully understand expectations. You build and manage stakeholder relationships and enjoy collaborating with colleagues across departments.
Integrity and Continuous Learning:
Your actions reflect high ethical standards, integrity, and sound judgment, earning you credibility and trust. An intellectually curious individual, you are dedicated to professional development. You display interest in acquiring knowledge about diverse market and product strategies and a desire to grow in the role. You contribute positively to the work environment and organizational culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
ResponsibilitiesThe key responsibilities include, but are not limited to:Partner with Account Management teams to create client servicing and marketing collateral for institutional clients.
Gather and analyze client portfolio data using internal and external applications.
Produce regular and ad hoc reporting for internal and external purposes.
Handle multiple deadlines and maintain a commitment to quality and attention to detail in a timely manner.
Contribute to a sense of teamwork, assisting team members when needed/required with energy and enthusiasm.
Position RequirementsMinimum of a Bachelor's Degree required from an accredited 4-year institution.
Minimum GPA 3.2 overall.
2-6 years of experience in financial services, asset management, investment banking, investment consulting, accounting or similar professional environment.
Strong Microsoft Excel knowledge, including formula manipulation, VLOOKUP, pivot tables, and macros.
Intermediate PowerPoint skills.
Knowledge of CRM, proprietary attribution and performance systems, and external databases to automate and streamline tasks and ability to troubleshoot issues related to templates and internal systems.
Strong client service mindset.
Exceptional communication skills, both written and verbal with all levels of staff across various departments.
Effective time management skills to maintain a commitment to quality and attention to detail; ensure that all work is completed accurately and on time.
Foster a sense of teamwork, assisting others when needed.
Ability to flourish in a challenging, fast-paced, and professional environment with frequent shifts in priorities as business needs dictate.
Strong sense of ethics and integrity, aligning with PIMCO's values and ethical principles.
Focus on specific goals and demonstrate a sense of personal growth, accountability, and urgency for achieving results.
Preferred QualificationsA background and/or interest in economics.
Manipulating queries in Business Objects, InfoCube and VBA is 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.
Do you have the right skills and experience for this role Read on to find out, and make your application.Salary Range: $87,000.00 - $93,000.00Equal Employment Opportunity and Affirmative Action StatementPIMCO 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 basis such as medical condition, or marital status under applicable laws.Applicants with DisabilitiesPIMCO 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.
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