* 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.