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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

Vacancy posted 3 days ago
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