Account Associate, Internal Sales (Newport Beach, CA)

Job overview

Job Title: Account Associate, Internal Sales (Newport Beach, CA)

Company: PIMCO

Location: Newport Beach, California, United States

Job Type: Full-time

Experience Level: 2-5 years

Remote Status: On-site

Date Posted: April 15, 2026

About the role

As an Account Associate, you'll support field-based Account Managers in developing and maintaining strong client relationships with financial advisors. You'll provide market insights, manage territory activities, and assist in the sales process to achieve firm targets. This role offers a fantastic opportunity for individuals aspiring to build a long-term career with PIMCO, with potential pathways to serve clients and the firm in various capacities over time.

Responsibilities

  • Market Research & Insights: Stay informed about financial markets, the global economic environment, asset allocation strategies, and client data to provide valuable insights that support the sales efforts of the territory team.
  • Client Engagement Support: Assist in meaningful client interactions through phone, email, and screen-sharing, as well as participating in in-person meetings, territory travel, industry conferences, and organized meetings with our clients to enhance the overall client experience.
  • Understanding Client Needs: Collaborate with the AM team to develop a comprehensive understanding of clients' diverse business practices and needs, ensuring that the sales approach is tailored and effective.
  • Providing Sales Support: Offer relevant market insights, product information, investment ideas, and sales support to the AM, empowering them to confidently engage with clients and drive sales.
  • Territory Activity Management: Support the strategic management of activities within the territory by contributing to the development and execution of a comprehensive business plan that aligns with sales objectives.
  • Embrace Professional Development: Fully engage in and pursue professional development and educational opportunities offered by PIMCO.
  • Business Leadership Mindset: Adopt a proactive approach to business leadership, taking on greater responsibility for the growth of targeted client segments.
  • Team Collaboration: Actively engage with the AM and other teams by participating in department meetings, leading and contributing to working groups, sharing innovative ideas, and leveraging continuous mentoring and training to foster a cohesive and effective working environment across different PIMCO functions.

Requirements

  • Bachelor's Degree

  • FINRA Series 7 and 63 license or must obtain within three (3) months of start date

  • Minimum of 2-3 years of professional work experience, preferably within financial services or investment management industry or in a sales or client-facing role

  • Strong written, verbal, and interpersonal communication skills with an ability to communicate effectively

  • Entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships

  • Passion for the markets and the financial services industry, which will deepen your understanding and effectiveness in client interactions

  • None listed

Compensation & benefits

Salary: $94,000 - $102,000 per year

  • Total compensation approach, including base salary and discretionary bonus
  • Equal Employment Opportunity and Affirmative Action Statement
  • Applicants with Disabilities: PIMCO provides reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures

About the company

Industry: Investment Management

Website: pimco.com

Glassdoor: Not rated

LinkedIn: linkedin.com/company/pimco


Interview preparation

What they're looking for

  • Strong written, verbal, and interpersonal communication skills
  • Ability to communicate effectively with clients and team members
  • Entrepreneurial mindset with a strong commitment to client service and excellence
  • Passion for the markets and the financial services industry
  • Ability to develop and deepen client relationships

Questions to ask

  • What are the key priorities for this role in the first 30 days?
  • How does this role fit into the overall sales strategy for the territory?
  • What opportunities are there for professional development and growth within PIMCO?
  • How does PIMCO support work-life balance for its employees?
  • What are the most challenging aspects of the role, and how can I best prepare for them?
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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