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JPMorganChase · 2 months ago

Client Service Associate II

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Mid Level

JPMorgan Chase is a leading financial institution that values innovation and collaboration. In the role of Client Service Associate II, you will manage client portfolios and ensure timely administration of collateral and pledging instruments, while driving process improvements and maintaining regulatory compliance.

Asset ManagementBankingFinancial Services

Growth Opportunities

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 management expertiseFixed income securitiesLetters of Credit expertiseAnalytical problem-solvingMicrosoft Office proficiencyCommunication skillsNegotiation skillsPresentation skillsCritical thinkingDetail-oriented

Required

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)

Preferred

Bachelor's degree

Experience with digital products

Comfort with technical concepts

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000