Client Service Associate II

Description

Join a team where your expertise shapes the future of collateral management and client service. At JPMorgan Chase, you’ll have the opportunity to grow your career, develop new skills, and make a meaningful impact on our clients and business. We value innovation, collaboration, and your drive to excel. Be part of a group that supports your professional development and rewards your contributions.

Job Summary

As a Portfolio Management Senior Associate in the National Collateral Management Group, you play a vital role in ensuring our clients’ collateralization needs are met with precision and care. You will manage a diverse portfolio of clients and pledging instruments, including securities and Letters of Credit, while supporting our team’s goals and the broader Wholesale Lending Services framework. Your work directly impacts our ability to deliver operational excellence and maintain regulatory compliance. You’ll collaborate with internal and external partners, drive process improvements, and leverage advanced digital tools to enhance our service delivery.

Within NCMG, you’ll gain exposure to a wide range of collateral types and business products, including US Governments, Agencies, Municipals, and Mortgage-Backed Securities. You’ll help formalize risk control processes, support client onboarding, and contribute to key initiatives such as mergers, acquisitions, and conversions. Your role is essential to maintaining our reputation for quality, timeliness, and client satisfaction.

Job responsibilities

Manage client portfolios, ensuring timely and accurate administration of collateral and pledging instruments

Oversee Letters of Credit application process, ensuring compliance and successful issuance

Maintain and update client database, adjusting security positions as needed

Formalize processes to build a robust risk control framework and manage collateral risk

Develop subject matter expertise in various collateral types

Review agreements and policies for regulatory and risk compliance

Lead or participate in collateral management initiatives and projects

Contribute to team success by exceeding productivity and client service standards

Build and maintain relationships with clients and business partners and research and resolve client issues, communicating resolutions effectively

Manage client onboarding, reporting, and security requests and returns

Provide backup support for team members and complete assigned projects

Required qualifications, capabilities, and skills

Recognized expertise in portfolio management or a specific business product

In-depth knowledge of banking, fixed income securities, and Letters of Credit

Excellent oral and written communication, negotiation, and presentation skills

Ability to make independent and timely decisions

Strong analytical, problem-solving, and multitasking abilities

Initiative in learning new processes and expanding scope of work

Experience conducting system reviews and testing

Ability to support and manage work of other team member

Detail-oriented with ability to prioritize tasks

Critical thinking and holistic analysis skills

Advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook, Teams, SharePoint)

Preferred qualifications, capabilities, and skills

Bachelor’s degree

Experience with digital products

Comfort with technical concepts

Required or Additional Information

Visa sponsorship is not available for this position.

Work schedules will be full-time in office, on a 40-hour per week schedule.