Client Operations Associate

JMG • Downers Grove, IL

8d • Hybrid

About The Position

JMG Financial Group, Ltd. is 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 Client Operations Associate is a non-exempt, non-client-facing position and may be eligible for a hybrid schedule after the initial training period.

Requirements

• Any experience and basic knowledge with wire processing or cash operations in financial services, banking, or brokerage required
• Skills to work effectively in teams as well as independently

Responsibilities

• Process incoming and outgoing client money and asset movements, including: 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
• Verify and confirm transfer instructions supplied by advisor teams
• Ensure all transactions are fully authorized, documented, and compliant before execution
• Track transfers through completion and confirm successful settlement
• Monitor custodian alerts and address pending or rejected transactions
• Research and resolve transaction issues, delays, or errors in collaboration with custodians and internal teams
• Provide clear and timely status updates regarding transfer activity and cash availability
• Maintain accurate records and documentation within internal systems
• Serve as a subject-matter resource on cash movement procedures and requirements
• Assist with audits, compliance testing, and internal reviews related to asset movement
• Partner with Compliance and Management to escalate discrepancies, suspicious activity, or incomplete requests
• Prepare and process electronic and digital authorizations
• Support additional operational and administrative projects as needed

Benefits

• health
• dental
• vision
• life
• long-term disability
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED