Client Service Associate II

JPMorgan Chase & Co.•Charlotte, NC

32d•Onsite

About The Position

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.

Requirements

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)

Nice To Haves

Bachelor's degree
Experience with digital products
Comfort with technical concepts

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