Client Service Associate II
JPMorgan Chase
- Charlotte, NC
- Permanent
- Full-time
- 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.
- 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).
- Bachelor's degree
- Experience with and understanding Digital Products
- Comfort with technical concepts