Client Service Associate II (Collateral management)
Hackajob
Client Service Associate IIStep into a client-focused role where accuracy, judgment, and responsiveness make a direct impact. You will support collateral servicing for public fund clients by managing pledging instruments and time-sensitive requests in a well-controlled environment. You will partner closely with internal teams and clients to strengthen digital experience and operational efficiency. If you enjoy solving problems, improving processes, and delivering consistent service, this role offers meaningful opportunities to grow.Job SummaryAs a Client Service Associate II in 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. You will collaborate with internal partners and clients to improve end-to-end workflows, pledging efficiency, and overall service experience.Job ResponsibilitiesManage a portfolio of clients by administering collateral and pledging instruments accurately and on time to meet established requirementsOversee the letters of credit process by reviewing documentation, coordinating with clients and internal partners, and supporting issuance and ongoing maintenanceMaintain collateral records in designated systems by updating client data and adjusting security positions as needed to support client requirementsExecute collateral-related transactions and requests in a business-critical environment, prioritizing timeliness, accuracy, and risk awarenessReview agreements, investment policies, and related documentation to support compliance with applicable regulations, policies, and departmental proceduresBuild and maintain an effective risk and control approach by documenting processes and reinforcing a robust control frameworkDevelop working knowledge across collateral types (e.g., government and agency securities, municipal securities, mortgage-backed securities, letters of credit)Drive process improvement by contributing to initiatives such as education, workflow enhancements, projects, and operational conversionsBuild strong working relationships with clients and internal stakeholders to improve collateral efficiency and support timely executionResearch and resolve issues by investigating root causes, communicating outcomes clearly, and escalating appropriately when neededPrepare reporting and presentations using Microsoft Office tools (Word, Excel, PowerPoint) to support analysis and stakeholder updatesRequired Qualifications, Capabilities and SkillsExperience in client service, collateral management, portfolio servicing, or a closely related financial services operations roleDemonstrated knowledge of fixed income securities and collateral practices, including letters of credit concepts and processesStrong written and verbal communication skills, including the ability to present information clearly to stakeholdersProven ability to make timely decisions using sound judgment within defined procedures and controlsStrong analytical and problem-solving skills with high attention to detail in a high-volume, time-sensitive environmentAbility to manage multiple priorities and adapt quickly to changing requirements while maintaining accuracy and controlsExperience reviewing documentation and applying policies/procedures to support compliance and risk management expectationsExperience supporting system reviews, user testing, or process validation activities as neededProactive approach to learning new processes and recommending improvements that enhance efficiency and reduce riskAbility to provide backup support to peers to maintain consistent team deliveryAdvanced proficiency in Microsoft Office (Word, Excel, PowerPoint)Preferred Qualifications, Capabilities and SkillsBachelor's degree or equivalent practical experienceExperience supporting digital or workflow tools that improve client or operational experienceComfort with technical concepts and learning new systems quicklyDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
- ...role. JOB DESCRIPTION Step into a client-focused role where accuracy,... ...direct impact. You will support collateral servicing for public fund clients by managing pledging instruments and time-sensitive... ...Job summary As a Client Service Associate II in the Collateral management...SuggestedWork at office
- ...About Merrill Wealth Management Merrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
- ...("CTC") is a private wealth management firm launched in 2010 by Richard... ...Chilton Jr. CTC offers full-service, bespoke private wealth... ...Our mission is to provide our clients with a portfolio of services... ...Description The Client Service Associate will work directly with Chilton...SuggestedWork at office
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 4...SuggestedFull timeWork at officeLocal areaRemote workWork from homeWorldwide- ...investment organization to add an Investor Services Associate to its growing Investor Operations... ...private and institutional investors, manage subscription and KYC/AML documentation,... ...Administration, Business Development, Client Relations, Accounting, and other internal...SuggestedFull timeWork at office
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...to the company’s success. As a Product Manager II within PNC's Retail Lending... ...OH; or Washington, DC.The Debit Card Client Servicing Journey Owner is accountable for the end... ...effectively managing all of the risks associated with their business objectives and activities...Full timeTemporary workPart timeWork experience placementWork at office- ...development. As part of our Lending Services team, you’ll have the... .... As a Loan Servicing Manager II within Lending Services, you... ...and the satisfaction of our clients. You will provide operational... ...R Experience analyzing collateral, assessing eligibility, and...Daily paidWork at office
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...GG Media is seeking a professional and customer-focused Client Service Associate to join our growing team in Charlotte, NC. This role is ideal... ...interpersonal skills. Strong organizational and time management abilities. Professional attitude with a customer-first...Full time- ...more clearly present themselves more effectively and grow with intention Position Summary Novra Corp is seeking a Client Service Associate to support customers and clients with service requests questions and ongoing account needs. The ideal candidate is professional...Full time
$22 - $24 per hour
...Job Description Job Description Job Title: Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional... ...administrative skills who enjoys working with people while managing detailed processes and documentation. The ideal candidate...Full timeContract workWork at officeLocal areaMonday to Friday$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- ...Client Onboarding AssociateEmbark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in... ...implementations. Utilize your project management skills to create seamless... ..., markets, securities services and payments. Corporations...Temporary work
- ...Job Description Entry-Level Client Relations Associate \n \n At Luxuriate Management , we are looking for a professional and customer-focused Client... ...maintain strong relationships, deliver exceptional service, and support overall customer satisfaction. This...
- ...Luxuriate Management, in Charlotte, NC, seeks a Client Relations Associate to serve as the primary contact for clients, nurturing relationships and delivering exceptional service in a fast-paced, on-site environment. Responsibilities include onboarding clients, educating...
- .... We empower our team to build meaningful client relationships, expand business opportunities... ...grow long-term careers. We’re seeking an Associate, Client Success to join our team. This role blends client relationship management, recruiting partnership, and account...
$18.17 - $27.31 per hour
...provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet... ...currently hiring a Fleet Services Coordinator II to support the growth of the company. Duties & Responsibilities: Managing the follow up maintenance transactions lifecycle...Hourly payCurrently hiring- ...IT Customer Support Rep II (2 Positions) Location:... ...Description: THIS IS A SERVICE DESK AGENT POSITION In... ...Schedule determined with our client team. Agent must follow... ...use ServiceNow to manage tickets throughout... ...EDUCATION REQUIREMENTS - Associate degree in IT or related...16 hoursPermanent employmentTemporary workWork experience placementWork at officeRemote workShift work2 days per week3 days per week
$165k - $217k
...seamless delivery of legal services. We harness innovative... ...complex needs of our clients in a fast-paced and... ...Senior Legal Project Manager will be responsible for... ...presentations, LPM collateral, and opportunities to... ...support to partners, associates, clients, and business...Full timeLocal areaWorldwideFlexible hours- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeShift workDay shift
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$500 - $1,000 per month
...Employee Type FT Non-Exempt Manage Others No Description... ...a detail-orientated, service-focused, Customer Service Representative II. At SATO America, LLC our... ...Spanish is strongly preferred Associate degree (A. A.) or... ...impart oral information to clients or to the public and to...Temporary workWork at officeShift work$50.61k - $67.47k
...ready connectivity, join us today. The Role As an Account Manager II, Desk Based, you will drive new customer acquisition and... ...networking, cloud, cybersecurity, digital infrastructure, managed services, AI, and related technology needs, engaging internal solution...Full timeTemporary workRemote workWork from home$43.4k - $80.8k
...a Personal Lines Account Manager at Marsh & McLennan Agency LLC... ...benefits, retirement, and private client insurance solutions to... ..., we combine the personalized service model of a local consultant with... ...life. As our Account Manager II on the Client Service team,...Minimum wageWork at officeLocal areaNight shift- ...organizations to transform how they deliver services — and Jira Service Management is at the center of that work. As a... ...alongside Agile consultants and client stakeholders to understand how work... ...12 years) work experience. (If Associate’s Degree, must have minimum 6 years...Work experience placementLive inWork at officeLocal area
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