Client Operations Manager
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About the role
The Client Operations Team has members currently in Singapore, Tokyo and Sydney. This role will be based in PIMCO's Sydney office and will cover servicing across APAC clients while enabling an in-person collaboration with Client Account Managers for the Australian client channel. The Client Operations Manager will be responsible for the below core functional activities. Working closely with Client Management and Operational professional across the business to deliver the below services for APAC based clients who have Separately Managed Accounts with PIMCO. This role also has a specific focus on portfolio events (new account launches, portfolio transitions, custodian transitions, account terminations) and so requires prior experiences with overseeing these events for clients within an asset management firm. Portfolio Events (Transitions) Attend meetings with Clients, Account Managers, Account Associates and Transition team members to understand and document client requirements for new separately managed account setups, custodian transitions, in kind transfer events, investment benchmark changes, new market openings, trading counterparty changes and separately managed account terminations. Act as a central point of coordination across PIMCO teams involved with portfolio events and providing the client with a central point of contact to manage queries. Perform ongoing tracking of portfolio events and managing any delays or complexities with internal PIMCO teams to ensure client expectations are managed for any changes to terms or timelines for portfolio events. Perform the post portfolio implementation oversight to track and resolve any implementation issues Manage and coordinate request from internal PIMCO portfolio managers or trade floor teams for the addition of new markets, new trading counterparties / clearers, and new securities. This involves communication with clients for relevant authorities and oversight of intern teams to complete these requests. Coordinate post event summary sessions with stakeholders across the business to document any learning or development opportunities to improve future portfolio events Operational Client Servicing Responding to operational queries from clients or client account managers / account associates in order to identify the teams able to best collect relevant information and respond with a high level of detail that resolves the query and provides a high level of client service to improve client experience. These could cover a broad range of operational focus areas (custodian operational requirements or projects, queries relating to overdrafts or counterparty claims, request for information for audit purposes, regulatory derivative reporting queries etc) Managing ongoing relationships with custodians that clients appoint for their SMAs. Ensuring that best practice and consistent operating models are in place between PIMCO as investment manager and the clients 3rd party custodian. Foster a strong working relationship with custodians to solve any problematic processes and have a cross-client understanding of how key global custodians service clients. Coordinating the collection of internal team responses to client operational due diligence questionnaires and facilitating / attending client operational due diligence review sessions. Execute other operational tasks and processes on a day-to-day ba