JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. We are seeking a detail‑oriented Client Operations Associate to support the accurate, timely, and compliant processing of client money and asset movements. This role plays a critical part in safeguarding client assets by ensuring all cash and asset transfers are properly authorized, documented, and executed in accordance with firm policies, custodian guidelines, and regulatory requirements. This position reports to the Operation Director and works closely with the Advisor Teams. The duties of this role would include, but are not limited to, the following:
- Domestic and international wire transfers - ACH, EFT, and internal account transfers - Cash journals and money market transactions - Asset transfers between custodians - Capital calls and MoneyLinks - Check requests, deposits, and disbursements
Any experience and basic knowledge with wire processing or cash operations in financial services, banking, or brokerage required. A successful Client Operations Associate will need the skills to work effectively in teams as well as independently. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis. The Client Operations Associate is a non-exempt - non‑client‑facing, position and may be eligible for a hybrid schedule after the initial training period. Education: Minimum of High School diploma required Compensation: Non-Exempt position, eligible for overtime, bonuses and full benefits including health, dental, vision, life, long-term disability and 401(k). Your resume and cover letter referring to this posting are required to be considered. JMG is an equal opportunity employer. |
| Location | Downers Grove, Illinois |
| Website | https://www.jmgfinancial.com |