Shareholder Services Associate

3 weeks ago


Dublin, Dublin City, Ireland PIMCO Full time

PIMCO is a leading global player in active fixed income, excelling in both public and private markets. With extensive experience navigating intricate debt markets, we manage our clients' capital in various fixed income and credit opportunities. Our strong relationships with issuers and flexible capital base have solidified our position as one of the world's largest providers of traditional and innovative financing solutions.

Position Overview

We are on the lookout for a committed team member to join our Shareholder Services team, specializing in investor support and operational responsibilities for PIMCO's European UCITS mutual fund complexes. This role demands a proactive approach to managing processes across multiple departments and time zones, ensuring top-notch service delivery and compliance with regulatory standards.

Key Responsibilities:

  • Investor and Internal Support: Provide comprehensive servicing for fund investors across EMEA and globally, using email, phone, and query management systems. Assist PIMCO's Account Managers and Business Development teams with account servicing, including account openings, trading assistance, and query resolution. Offer shareholder services support to internal clients such as Legal & Compliance, Fund Accounting & Custody, and Product Development.
  • Operational and Compliance Oversight: Aid in new account setups and maintain accuracy in PIMCO's CRM system. Support Anti-Money Laundering processes and collaborate with Compliance teams and Fund transfer agent. Coordinate with external vendors and help oversee the Fund's transfer agent and other service providers. Provide operational support during the negotiation of distribution agreements and participate in fund events like launches and liquidations.
  • Process Improvement and Project Management: Contribute to enhancing business processes within the shareholder servicing team. Assist in project implementations, both locally and globally, and partake in ongoing reviews of internal procedures.

Candidate Profile

  • 1-3 years of client servicing experience in Financial Services, ideally within a Fund Administrator shareholder services team or an Asset Management client service team.
  • Strong client relationship, communication, organizational, and analytical skills.
  • High attention to detail with a constant focus on quality and client service.
  • Ability to thrive in a fast-paced, international environment, adaptable and capable of multitasking under tight deadlines.
  • Knowledge of shareholder account registration including AML and KYC.
  • Proficiency in Microsoft Office; skills in database management and query execution are a plus.
  • Additional European language skills are desirable, particularly Italian.
This version emphasizes the responsibilities and skills relevant to a junior team member, omitting management aspects.

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