Client Service Associate II

JPMorganChase•Columbus, OH

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 collateral transactions and service requests accurately and on time while maintaining a strong risk and control approach. The role involves close collaboration with clients and internal partners to improve end-to-end workflows, pledging efficiency, digital experience, operational efficiency, and overall service quality. It also includes researching and resolving issues, supporting process improvements, and preparing analysis and stakeholder updates.

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.
Advanced proficiency in Microsoft Office, including 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.
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 and maintain working relationships with clients and internal stakeholders to improve collateral efficiency and support timely execution.
Investigate root causes, resolve issues, communicate outcomes clearly, and escalate appropriately when needed.
Prepare reports and presentations using Microsoft Office tools to support analysis and stakeholder updates.
Provide backup support to peers to maintain consistent team delivery.