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JMG Financial Group1 day ago

Client Operations Associate

Hybrid · Downers Grove, Illinois, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Unknown

Job Summary

Client Operations Associate responsible for processing client money and asset movements with accuracy and compliance. Responsibilities include handling domestic and international wire transfers, ACH/EFT, internal transfers, cash journals, money market transactions, and asset transfers between custodians; verify transfer instructions; ensure all transactions are authorized, documented, and compliant; track settlements; monitor custodian alerts; research and resolve issues with custodians and internal teams; provide status updates on transfer activity and cash availability; maintain records and documentation; serve as a subject-matter resource on cash movement procedures; assist with audits and compliance testing; escalate discrepancies with Compliance and Management; prepare and process electronic/digital authorizations; support additional operational projects. Requires familiarity with wire processing or cash operations in financial services or brokerage and ability to work both in teams and independently. This is a non-exempt, potentially hybrid-role after training.

Required Qualifications

  • Minimum of High School diploma required
  • Experience with wire processing or cash operations in financial services, banking, or brokerage preferred
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JMG Financial Group

Client Operations Associate

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