Client Operations Associate

• Process incoming and outgoing client money and asset movements, including:
• 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

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.

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).

JMG is an equal opportunity employer.