Client Service Associate II

Client Service Associate II

28 Apr 2024
North Carolina, Charlotte, 28201 Charlotte USA

Client Service Associate II

Job SummaryThis role will be focused upon the key tenants of Wholesale Lending Services, Collateral, Documentation and Insurance Group, as it relates to National Collateral Management Group (NCMG) End-to-End Workflow, Collateral Completeness and Digital Experience. This role ensures that the National Collateral Management Group strategy is aligned to support our Line of Business partners, internal and external clients and Wholesale Lending Services framework and team goals and objectives. The role requires developing strong internal partnerships with Line of Business supported as well as other internal support teams such as Compliance, Audit, Risk and Legal, Product/Relationship Managers, NCMG team members and external clients (e.g., Treasurer's, CFO's, Finance Directors, etc.). This position requires a responsible for managing a portfolio of clients, administrative tasks, manage securities, letters of credit, and other types of pledging instruments, completing transactions timely in a business-critical environment and improving pledging efficiency.Job Responsibilities

Maintain the Corporate Collateral Management (CCM) System client database and adjust security positions accordingly to meet client needs.

Manages collateral risk by adhering to regulations, policies, and procedures.

Developing subject matter expertise on collateral types (US Governments, Agencies, Municipals, Mortgage-Backed securities and other instruments (Letters of Credit)).

Reviews security agreements, investment policies, and other documents for compliance to regulations, risk controls and departmental guidelines.

Lead or participate in state, regional and/or national collateral management initiatives relative to education, process improvement, development, enhancement projects, mergers, acquisitions, and conversions.

Contributes to team success by exceeding standards for productivity, quality, timeliness, and client service.

Partners with external clients, lines of business and others to support efforts to improve collateral efficiency and timely execution of security trades.

Researches and resolves client issues and communicates resolution to line of business and NCMG management.

Manage client on-boarding, reporting and security requests and returns as necessary to meet departmental and service level requirements.

Provides back-up to support other team members performing collateral duties, reporting and other tasks.

Complete projects, administrative functions, and other tasks as necessary.

Required qualifications, capabilities, and skills

Recognized for knowledge / emerging expert in a specific area or business product.

Knowledge of banking, fixed income securities, and Letters of Credit.

Excellent oral, written communication, and negotiation skills.

Often makes independent and timely decisions / judgements.

Experience in a high-volume environment and excellent attention to details

Effective multitasking, problem solving, and analytical skills.

Demonstrate initiative in learning new processes, providing suggestions/ recommendations, self-improvement, and willingness to increase scope of work.

Support and manage the work of other team members in their absence.

Detailed oriented with the ability to multitask and prioritize based on changing requirements.

Critical thinking skills and proven ability to think holistically across products/Line of Businesses with end-to-end focus.

Works proactively and effectively with minimal supervision.

Ability to lead, coach, and educate others.

Experience with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams, SharePoint).

Preferred qualifications, capabilities, and skills

Bachelor's degree

Experience with and understanding Digital Products

Comfort with technical concepts

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

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