Client Service Associate II

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...