Client Service Associate II

Step 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 summary

As 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 responsibilities

• Manage a portfolio of clients by administering collateral and pledging instruments accurately and on time to meet established requirements
• Oversee the letters of credit process by reviewing documentation, coordinating with clients and internal partners, and supporting issuance and ongoing maintenance
• Maintain collateral records in designated systems by updating client data and adjusting security positions as needed to support client requirements
• Execute collateral-related transactions and requests in a business-critical environment, prioritizing timeliness, accuracy, and risk awareness
• Review agreements, investment policies, and related documentation to support compliance with applicable regulations, policies, and departmental procedures
• Build and maintain an effective risk and control approach by documenting processes and reinforcing a robust control framework
• Develop 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 conversions
• Build strong working relationships with clients and internal stakeholders to improve collateral efficiency and support timely execution
• Research and resolve issues by investigating root causes, communicating outcomes clearly, and escalating appropriately when needed
• Prepare reporting and presentations using Microsoft Office tools (Word, Excel, PowerPoint) to support analysis and stakeholder updates

Required qualifications, capabilities and skills

• Experience in client service, collateral management, portfolio servicing, or a closely related financial services operations role
• Demonstrated knowledge of fixed income securities and collateral practices, including letters of credit concepts and processes
• Strong written and verbal communication skills, including the ability to present information clearly to stakeholders
• Proven ability to make timely decisions using sound judgment within defined procedures and controls
• Strong analytical and problem-solving skills with high attention to detail in a high-volume, time-sensitive environment
• Ability to manage multiple priorities and adapt quickly to changing requirements while maintaining accuracy and controls
• Experience reviewing documentation and applying policies/procedures to support compliance and risk management expectations
• Experience supporting system reviews, user testing, or process validation activities as needed
• Proactive approach to learning new processes and recommending improvements that enhance efficiency and reduce risk
• Ability to provide backup support to peers to maintain consistent team delivery
• Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint)

Preferred qualifications, capabilities and skills

• Bachelor’s degree or equivalent practical experience
• Experience supporting digital or workflow tools that improve client or operational experience
• Comfort with technical concepts and learning new systems quickly
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.