Senior Account Associate - Global Wealth Management channel
Core
Provide operational support and client service for PIMCO's Global Wealth Management business, acting as a primary point of contact for institutional and retail clients.
Role type
Senior Account Associate (Client Services)
Builds
Client service operations and reporting for fixed income and credit investment products
Domain
Asset Management / Fixed Income
Deliverable
client delivery
Required skills
Client relationship management, financial market knowledge, CRM system proficiency, presentation preparation, cross-functional coordination, Japanese language fluency, English language fluency
Preferred skills
Experience in asset management, understanding of investment strategies, proactive process improvement
Technologies
Microsoft Office Suite, CRM systems
Responsibilities
Act as primary point of contact for client inquiries, prepare client presentations and reports, support Account Managers in managing client relationships, coordinate with internal departments, maintain client records in CRM systems, participate in client meetings
Seniority
Mid-level, hands-on IC