Apply on Employer Site

Chase · 2 months ago

Client Service Associate II

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Mid Level

JPMorgan Chase is a leading global financial services firm, and they are seeking a Client Service Associate II to manage a diverse portfolio of clients and pledging instruments. This role involves ensuring clients' collateralization needs are met while driving process improvements and maintaining regulatory compliance.

BankingFinancial Services

No H1B

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

Qualification

Portfolio managementFixed income securitiesLetters of CreditMicrosoft OfficeAnalytical skillsMultitasking abilitiesCommunication skillsProblem-solving skillsCritical thinkingDetail-oriented