Client Service Associate II

JPMorgan Chase & Co. • Charlotte, NC

4d

About The Position

As a Client Service Associate II on the Collateral Management team, you will support public fund collateralization by managing a portfolio of clients and pledging instruments. You will execute transactions and service requests accurately and on time while reinforcing a strong risk and control approach. The role involves collaboration with internal partners and clients to improve end-to-end workflows, pledging efficiency, and the overall service experience.

The position includes administering collateral and pledging instruments, overseeing letters of credit documentation and servicing, maintaining collateral records, reviewing agreements and investment policies, and researching and resolving issues. You will contribute to process improvements and initiatives, develop working knowledge across collateral types, and prepare reporting and presentations using Microsoft Office tools.

Requirements

• Experience in client service, collateral management, portfolio servicing, or a closely related financial services operations role.
• Demonstrated knowledge of fixed income securities and collateral practices, including letters of credit concepts and processes.
• Strong written and verbal communication skills, including the ability to present information clearly to stakeholders.
• Ability to make timely decisions using sound judgment within defined procedures and controls.
• Strong analytical and problem-solving skills, with high attention to detail in a high-volume, time-sensitive environment.
• Ability to manage multiple priorities and adapt quickly to changing requirements while maintaining accuracy and controls.
• Experience reviewing documentation and applying policies and procedures to support compliance and risk management expectations.
• Experience supporting system reviews, user testing, or process validation activities as needed.
• Proactive approach to learning new processes and recommending improvements that enhance efficiency and reduce risk.
• Ability to provide backup support to peers to maintain consistent team delivery.
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint.

Nice To Haves

• Bachelor’s degree or equivalent practical experience.
• Experience supporting digital or workflow tools that improve client or operational experience.
• Comfort with technical concepts and learning new systems quickly.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

Responsibilities

• Manage a portfolio of clients by administering collateral and pledging instruments accurately and on time to meet established requirements.
• Oversee the letters of credit process by reviewing documentation, coordinating with clients and internal partners, and supporting issuance and ongoing maintenance.
• Maintain collateral records in designated systems by updating client data and adjusting security positions as needed to support client requirements.
• Execute collateral-related transactions and requests in a business-critical environment, prioritizing timeliness, accuracy, and risk awareness.
• Review agreements, investment policies, and related documentation to support compliance with applicable regulations, policies, and departmental procedures.
• Document processes and reinforce a robust risk and control framework.
• Develop working knowledge across collateral types, including government and agency securities, municipal securities, mortgage-backed securities, and letters of credit.
• Contribute to process-improvement initiatives, including education, workflow enhancements, projects, and operational conversions.
• Build strong working relationships with clients and internal stakeholders to improve collateral efficiency and support timely execution.
• Research and resolve issues by investigating root causes, communicating outcomes clearly, and escalating appropriately when needed.
• Prepare reporting and presentations using Microsoft Word, Excel, and PowerPoint to support analysis and stakeholder updates.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed