Client Operations Associate

Job Summary

JMG Financial Group, Ltd. is seeking a 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.

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
• 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

Requirements

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.

Qualifications

• Minimum of High School diploma required

Benefits

• Non-Exempt position, eligible for overtime, bonuses and full benefits including health, dental, vision, life, long-term disability and 401(k)

Pay

Non-Exempt position, eligible for overtime, bonuses and full benefits including health, dental, vision, life, long-term disability and 401(k).

Schedule

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.