Shareholder Services Associate - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

17 hours ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

PIMCO is a global leader in active fixed income.

With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing.

In the 50+ years since, we have worked relentlessly to help millionsof investors pursue their objectives - regardless of shifting marketing conditions.

As active investors, our goal is not just to find opportunities, but to create them.

To this end, we remain firmly committed to the pursuit of our mission:
delivering superiorinvestment returns, solutions, and service to our clients.
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.

Overview

Responsibilities:

Provide account servicing support to PIMCO Institutional Investors and Distributors (account opening; assistance in trading; queries and followup), and resolve queries on their behalf (EMEA countries)
Provide shareholder services assistance to internal clients (Account Management; Legal & Compliance; Fund Accounting & Custody; Product Development)
Coordinate query activities with PIMCO's external vendors
Provide operational assistance to clients and Account Management during the negotiation of Distribution agreements
Liaise with Legal and Funds Development teams for official shareholder communications and fund events (e.g. launches & liquidations)
Onboarding of potential new vendors
Participate in project implementation (local and global)
Ongoing review of internal procedures
Assist with ad hoc queries for clients

Requirements:

Fluent German language skills are a strong preference
Proven experience in Financial Services; Fund Operations and/or with an Asset Management Client Service team
Extensive Transfer Agency knowledge to include:
Client servicing
Shareholder account registration (AML, KYC)
Shareholder transactions monitoring
Subscription
Redemptions
Transfers
Switches
Inkind transfers
Strong client relationship skills
Excellent communication, organizational and analytical skills
Attention to detail and constant focus on quality and client service
Adaptable, flexible and enjoy working in a team
Ability to think quickly and resolve problems in a fastpaced & international environment
Ability to multitask and deliver under tight deadlines
Solid working knowledge of Microsoft Office, proficiency in designing and executing database queries is a plus