Service Specialist Service Specialist …

PIMCO
in Corona Del Mar, CA, United States
Permanent, Full time
Be the first to apply
Competitive
PIMCO
in Corona Del Mar, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Service Specialist
Shareholder Service Specialist General Information

Ref #: 27686

Functional Area: Funds

Employee Type: Full Time

Location: Austin

Date published: 16-Oct-2019

About Us:

We are PIMCO, a leading global asset management firm. We manage investments and develop solutions across the full spectrum of asset classes, strategies and vehicles: fixed income, equities, commodities, asset allocation, ETFs, hedge funds and private equity. PIMCO is one of the largest investment managers, actively managing more than $1.88 trillion in assets for clients around the world.  PIMCO has over 2,800 employees in 17 offices globally.  PIMCO is recognized as an innovator, industry thought leader and trusted advisor to our clients.

PIMCO is one of the worlds premier fixed income investment managers with thousands of professionals around the world united in a single purpose: creating opportunities for our clients in every environment. Since 1971, we have brought innovation and expertise to our partnership with the institutions, financial advisors and millions of individual investors who entrust us with their assets. We aspire to cultivate performance and leadership through empowering our people, diversity of thought, and a commitment to an inclusive culture that engages in our global communities.

Position Description:

The PIMCO Fund Operations team is responsible for operational oversight of PIMCOs mutual funds, hedge funds, exchange traded funds, closed end funds and private equity funds.  These responsibilities include oversight for the PIMCO Funds transfer agents, including service delivery to PIMCO shareholders. 

In addition, the Fund Operations team provides support to internal and external clients, as well as vendors who service or invest in PIMCOs funds.  The team currently has business professionals based in Newport Beach, CA and New York, NY. 

Responsibilities

  • Research and resolve shareholder issues, coordinating with PIMCO teams and/or external service providers, as needed
  • Drive system and process enhancements internally and at our transfer agents to mitigate risk and improve client experience
  • Oversee service delivery to fund shareholders, including call quality, processing accuracy, and delivery of shareholder communication (e.g., statements, confirmations and tax forms)
  • Monitor service level agreements with service providers and develop action plans when quality results are below expectations
  • Coordinate implementation of corporate actions and other fund or internal events at our transfer agents and other service providers
  • Spearhead communication to internal and external clients regarding corporate actions and other fund or internal events
  • Align service delivery efforts with internal & external goal-setting and incentive programs
  • Understand and share best practices across service providers, trusts, and geographies
  • Manage various projects related to process improvements, procedures and systems
Position Requirements:

Position Requirements

  • Minimum of a Bachelors Degree

  • 5-7 years of experience at a mutual fund advisor or transfer agent

  • Current FINRA Series 7 or 63 or incumbent must receive within six (6) months of start date

  • Risk and controls minded

  • Commitment to ongoing customer service improvement

  • Strong working knowledge of quality improvement strategies and processes

Professional Skill Requirements

  • Excellent communication (verbal and written), facilitation, and interpersonal skills, including the ability to face off across all levels of an organization

  • Quick learner and adaptable to learn new processes, concepts, and skills

  • High emotional intelligence, flexible, and resilient

  • Highly motivated self-starter with the ability to work collaboratively and independently

  • Ability to multi-task, work in a demanding, fast paced environment and handle multiple, competing priorities and projects with high quality output

Benefits:

PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: 

  • Medical, dental, and vision coverage

  • Life insurance and travel coverage

  • 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment

  • Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs

  • Community involvement opportunities with The PIMCO Foundation in each PIMCO office

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