Gurtin Municipal Bond Management, a PIMCO company, is an investment management firm founded on a simple premise: Do what you do best, and never settle. Serving high and ultra-high net-worth individuals, we provide focused expertise in managing investment-grade municipal portfolios that generate tax-free income. As of June 30, 2020, combined municipal assets under management across Gurtin and PIMCO totaled $47 billion.

Our culture combines the modern and collaborative work environment of the West Coast with the intensity, sophistication, and professionalism of Wall Street. We are always looking to invest in hardworking individuals who will excel at Gurtin!

This position will join our Client Service team acting as liaison between the firm, its clients, and the investment advisors. The Associate will primarily be responsible for a variety of tasks including: processing critically meaningful money movements and assisting with opening and maintaining new accounts, working towards the team’s goal of deepening the trust clients have placed in the firm.

Principal Duties and Essential Functions:
Money Movements:
  • Process and document, in an accurate and timely manner, future day wire transfer requests received from clients by email, phone, or fax, while adhering to all wire processing quality and operational controls
  • Authenticate outgoing wire requests by validating the initiator and confirming wire transfer specifics with an authorized representative of the account via phone
  • Directly connect with clients regarding the expected timing of fund availability and deadlines for outgoing wires, along with monitoring wire processing status and confirming wire completion
  • Communicate cash needs of client to Portfolio Management
  • Audit prior day wire transaction processing to ensure compliance with internal controls and update money movement audit report.
  • Assist with mutual fund operations
  • Confirm receipt of incoming funds with clients daily
  • Prepare client paperwork including custodial transfer forms and client agreements
  • Actively handle and update procedure manual for wire transfer processes and controls
New Account Opening:
  • Assist, coordinate, and detail all aspects of the new account opening process, including, but not limited to, pre-filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, regularly communicating with custodians to assure accuracy of account set up, tracking the status of new accounts, detailing and maintaining client information using CRM applications
Other:
  • Work with various teams within the firm – including firm management – to resolve and follow up on client requests and issues, as well as provide support on special projects, including online client portal updates, marketing material preparation, and firm publication formatting
  • Help efficiently develop, document and maintain firm processes and procedures
  • Participate in quarterly client reporting process
  • Address and resolve general client service requests such as website access, account changes, reporting inquiries, and updating interested parties
  • Assist in general administrative duties such as answering phones, directing phone calls, and maintaining readily accessible files, as well as assisting with additional duties as needed

Requirements/Qualifications:
  • Bachelor’s degree from an accredited four year institution
  • 4+ years of experience in the Client Service arena or within financial services
  • High degree of accuracy, detail orientation and strong problem-solving skills
  • Ability to take direction from multiple parties, work independently, balance multiple deadlines, and remain detail oriented and well organized while balancing multiple assignments simultaneously
  • Mature, innovative, self-starter with a strong aptitude to learn, willingness to take ownership of areas of responsibility, and strong desire to successfully see tasks from start to finish
  • High level of integrity, outstanding verbal and written communication skills, and a “client first” attitude
  • Strong interpersonal and problem-solving skills with the ability to work effectively in and contribute to a dynamic, fast paced team environment
  • Proficiency in Excel, Word, and Outlook
  • Experience with CRM preferred

Benefits:

Gurtin offers a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family.
  • Medical, dental, and vision coverage
  • Paid time off, market holidays, life insurance and travel coverage
  • 401(k) (defined contribution) retirement savings, retirement plan and pension contribution
  • Work/life programs such as parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs
  • Community involvement opportunities
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
 

Click here to view the California Applicant Privacy Notice https://www.gurtin.com/media/2524/california-applicant-privacy-notice_1172020.pdf




 

Department: Client Service
This is a non-management position
This is a full time position

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