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PIMCO · 1 day ago

Analyst-Associate New Accounts

San Diego, CA

Full-time

Onsite

Entry Level

$72K/yr - $88K/yr

1+ years exp

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. The Analyst-Associate New Accounts will be responsible for fulfilling new account administration initiated by clients and advisors, ensuring accurate oversight of the account implementation process while maintaining client trust.

BankingCrowdfundingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Properly document all aspects of the new account opening process, including, but not limited to, pre-filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, and reviewing account set up for accuracy

Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions

Orchestrate team in development, documentation and maintenance of firm processes and procedures

Collaborate effectively with internal teams—including firm management—and external partners to address and resolve client requests and issues, ensuring timely follow-up and providing support as required

Participate in client meetings as an operational expert as needed

Assist in general administrative duties such as answering phones, directing phone calls, and duties as needed

Qualification

Client ServiceProblem-solvingDetail orientationExcelCommunication skillsCRM experienceAppian experienceArcher experienceTeam collaboration

Required

Bachelor's degree from an accredited 4-year institution

1-4 years of experience in the Client Service arena, preferably within financial services

High degree of accuracy, detail orientation and strong problem-solving skills

Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organized

Mature, innovative, self-starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finish

Outstanding verbal and written communication skills, and a 'client first' attitude

Strong interpersonal and problem-solving skills with the ability to work effectively in and contribute to a dynamic, fast paced team environment

Ability to work independently and in a collaborative team environment

Proficiency in Excel, Word, and Outlook

Preferred

Experience with CRM, Appian and Archer preferred

Working knowledge of operations and client service preferred

FINRA registrations are a plus

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)