Shareholder Services Associate
5 days ago
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PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position OverviewWe are seeking a dedicated team member to join our Shareholder Services team, focusing on investor support and operational tasks for PIMCO's European UCITS mutual fund complexes. This role requires a proactive approach to managing processes across multiple departments and time zones, ensuring exceptional service delivery and compliance with regulatory standards.
Key Responsibilities:Investor and Internal Support:- Provide comprehensive servicing for fund investors across EMEA and globally, utilizing email, phone, and query management systems.
- Support 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.
- Assist with new account setups and maintain accuracy in PIMCO's CRM system.
- Support Anti-Money Laundering processes and liaise with Compliance teams and Fund transfer agent.
- Coordinate with external vendors and assist in overseeing 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.
- Contribute to the enhancement of business processes within the shareholder servicing team.
- Assist in project implementations, both locally and globally, and participate in ongoing reviews of internal procedures.
- 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 or German.
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