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PIMCO · 2 days ago

Account Associate, Internal Sales (Austin, TX)

Austin, TX

Full-time

Onsite

Entry Level

$94K/yr - $102K/yr

2+ years exp

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. The Account Associate will support the development and maintenance of strong client relationships with financial advisors, enhancing the sales process and providing market insights to assist the Account Manager in achieving sales targets.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Market Research & Insights: Stay informed about financial markets, the global economic environment, asset allocation strategies and client data to provide valuable insights that support the sales efforts of the territory team

Client Engagement Support: Assist in meaningful client interactions through phone, email, and screen-sharing, as well as participating in in-person meetings, territory travel, industry conferences, and organized meetings with our clients to enhance the overall client experience

Understanding Client Needs: Collaborate with AM team to develop a comprehensive understanding of clients' diverse business practices and needs, ensuring that the sales approach is tailored and effective

Providing Sales Support: Offer relevant market insights, product information, investment ideas, and sales support to the AM, empowering them to confidently engage with clients and drive sales

Territory Activity Management: Support the strategic management of activities within the territory by contributing to the development and execution of a comprehensive business plan that aligns with sales objectives

Embrace Professional Development: Fully engage in and pursue professional development and educational opportunities offered by PIMCO

Business Leadership Mindset: Adopt a proactive approach to business leadership, taking on greater responsibility for the growth of targeted client segments

Team Collaboration: Actively engage with the AM and other teams by participating in department meetings, leading and contributing to working groups, sharing innovative ideas, and leveraging continuous mentoring and training to foster a cohesive and effective working environment across different PIMCO functions

Provide Insight: Offer feedback to AM and PIMCO management regarding product demand, sales trends, and client satisfaction

Contribute Beyond Your Role: Actively seek opportunities to add value to PIMCO beyond your daily responsibilities, aiming to be an outstanding colleague

Represent PIMCO: Serve as a representative for PIMCO at national, regional, and local conferences and training events as needed

Qualification

FINRA Series 7FINRA Series 63Client Relationship ManagementFinancial Services ExperienceSales SupportCommunication SkillsOrganizational SkillsProblem SolvingTeam CollaborationAdaptability

Required

Minimum of a Bachelor's Degree

FINRA Series 7 and 63 license or must obtain within three (3) months of start date

Minimum of 2-3 years of professional work experience, preferably within financial services or investment management industry or in a sales or client-facing role

Strong written, verbal and interpersonal communication skills with an ability to communicate effectively

Entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships

A passion for the markets and the financial services industry, which will deepen your understanding and effectiveness in client interactions

Company

PIMCO

Glassdoor3.7

PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.

Founded in 1971

Newport Beach, California, USA

1001-5000 employees

http://www.pimco.com

H1B Sponsorship

PIMCO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (109)

2024 (101)

2023 (120)

2022 (149)

2021 (90)

2020 (69)