Account Associate, Private Client Group

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.

Role Overview

We are currently seeking an Account Associate (AA), Private Client Group, to join our U.S. Global Wealth Management team. The AA will work closely with Account Managers (AM) and support the development and maintenance of strong client relationships with financial advisors from largest and most sophisticated Registered Investment Advisor (RIAs) firms.

In partnership with the AM, you will play a crucial role in enhancing the sales process, relationship management, and servicing of RIAs within a defined geographic territory, covering the full suite of PIMCO products. Your contributions will be vital in providing market insights, product information, and sales support that empower the AM to achieve sales targets and foster client engagement.

You will actively participate in department meetings, collaborate with colleagues across various PIMCO functions, and engage in working groups. Your innovative ideas and commitment to continuous learning and mentoring will enhance the team's overall effectiveness and support our collective goals.

This position offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time. Many AAs have successfully transitioned into account management, strategic accounts, and client-facing roles in other distribution channels, while others have achieved CFA, CIMA, CAIA, and other industry designations with firm support.

About You

If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO.  We offer a dynamic work environment where you can make a meaningful impact:

• Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.
• Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.
• Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience.
• Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously.
• Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.
• Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.
• Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions.
• Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.
• Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity.
• Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease. 
• Aligned with PIMCO’s Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.

Responsibilities

The key responsibilities include, but are not limited to:

• 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.
• 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.
• 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.

Support PIMCO Business Objectives

• 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.

Qualifications

• 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.

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.