Senior Account Associate - Global Wealth Management channel

Job description

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. PIMCO Japan Limited is seeking a Senior Account Associate to provide essential support to our client-facing teams, ensuring the highest level of service and operational efficiency for our institutional and retail clients. This hire will focus on our Global Wealth Management business. Responsibilities:** * Act as a primary point of contact for client inquiries, collaborating with internal teams to provide timely and accurate resolutions across various operational, reporting, and investment-related matters. * Assist in the preparation of client presentations, reports, and other client-facing materials, ensuring accuracy, completeness, and adherence to brand guidelines. * Support Account Managers in managing client relationships, including scheduling meetings, maintaining client records, and tracking follow-up actions. * Coordinate with internal departments such as operations, legal, compliance, and product management to facilitate client requests and ensure seamless service delivery. * Proactively identify opportunities to improve client service processes and contribute to the development of best practices. * Maintain a strong understanding of PIMCO's product offerings, investment strategies, and market developments to effectively address client needs. * Ensure all client interactions and data are accurately recorded and updated in CRM systems. * Participate in client meetings and calls, taking detailed notes and assisting with action item follow-up. * Assist with ad-hoc projects and initiatives as required to support the broader client servicing team. Qualifications:** * Bachelor's degree in Finance, Economics, Business Administration, or a related field. * 3-5 years of experience in a client service or support role within the financial services industry, preferably in asset management. * Strong understanding of financial markets, investment products, and industry regulations. * Excellent written and verbal communication skills in both English and Japanese (native level Japanese required). * Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems. * Demonstrated ability to work effectively independently and as part of a team. * Proactive and client-focused mindset with a strong commitment to delivering exceptional service. * Ability to exercise sound judgment and discretion when handling sensitive client information. Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.