{"id":2738286,"url":"https://alion.io/job/jpmorganchase-client-service-associate-ii-2","title":"Client Service Associate II","company":{"id":257,"name":"JPMorganChase","domain":"jpmorganchase.com","url":"https://alion.io/company/jpmorganchase","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"A","score":90,"open_postings":1160,"ghost_share":0.011,"stale_share":0.553,"repost_share":0.058,"time_to_fill_p50_days":12,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","Columbus, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":65000,"max_usd":144000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":648},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-15T19:18:42Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-31T13:38:56Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"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.\nJob summary\nAs 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.\nJob responsibilities\nManage a portfolio of clients by administering collateral and pledging instruments accurately and on time to meet established requirements\nOversee the letters of credit process by reviewing documentation, coordinating with clients and internal partners, and supporting issuance and ongoing maintenance\nMaintain collateral records in designated systems by updating client data and adjusting security positions as needed to support client requirements\nExecute collateral-related transactions and requests in a business-critical environment, prioritizing timeliness, accuracy, and risk awareness\nReview agreements, investment policies, and related documentation to support compliance with applicable regulations, policies, and departmental procedures\nBuild and maintain an effective risk and control approach by documenting processes and reinforcing a robust control framework\nDevelop working knowledge across collateral types (e.g., government and agency securities, municipal securities, mortgage-backed securities, letters of credit)\nDrive process improvement by contributing to initiatives such as education, workflow enhancements, projects, and operational conversions\nBuild strong working relationships with clients and internal stakeholders to improve collateral efficiency and support timely execution\nResearch and resolve issues by investigating root causes, communicating outcomes clearly, and escalating appropriately when needed\nPrepare reporting and presentations using Microsoft Office tools (Word, Excel, PowerPoint) to support analysis and stakeholder updates\nRequired qualifications, capabilities and skills\nExperience in client service, collateral management, portfolio servicing, or a closely related financial services operations role\nDemonstrated knowledge of fixed income securities and collateral practices, including letters of credit concepts and processes\nStrong written and verbal communication skills, including the ability to present information clearly to stakeholders\nProven ability to make timely decisions using sound judgment within defined procedures and controls\nStrong analytical and problem-solving skills with high attention to detail in a high-volume, time-sensitive environment\nAbility to manage multiple priorities and adapt quickly to changing requirements while maintaining accuracy and controls\nExperience reviewing documentation and applying policies/procedures to support compliance and risk management expectations\nExperience supporting system reviews, user testing, or process validation activities as needed\nProactive approach to learning new processes and recommending improvements that enhance efficiency and reduce risk\nAbility to provide backup support to peers to maintain consistent team delivery\nAdvanced proficiency in Microsoft Office (Word, Excel, PowerPoint)\nPreferred qualifications, capabilities and skills\nBachelor’s degree or equivalent practical experience\nExperience supporting digital or workflow tools that improve client or operational experience\nComfort with technical concepts and learning new systems quickly\nDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.","description_format":"text","description_chars":4264,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A 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