Client Operations Associate opportunity at JMG Financial Group in Woodridge, IL in the Finance sector. This position offers $75,000 – $95,000/yr. This is a full-time position. Apply directly on the employer's site via Posito — no account required.

Client Operations Associate

JMG Financial Group

📍 Woodridge, IL 💼 Finance 💵 $75,000 – $95,000/yr Full-time

Pay

$75,000 – $95,000/yr

Job type

Full-time

Location

Woodridge, IL

Category

Finance

Posted

3 days ago

Expires

2026-09-15

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Full job description

JMG Financial Group is seeking a Client Operations Associate to support advisors in delivering comprehensive, fee-only wealth management to high-net-worth clients. In this collaborative, client-first role, you’ll manage account openings, transfers, and money movements; prepare detailed reports and meeting materials; and respond to client and custodian requests with accuracy and professionalism. You’ll work closely with advisors, tax, and operations teams to implement financial, investment, tax,…

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