Mar 06, 2026
Client Service Associate JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Client Service Associate. This individual must possess excellent organizational, multi-tasking and communication skills and must be able to work in a fast-paced professional office environment. The position requires proficiency in Microsoft Office and the willingness to learn other business-related software, in which training will be provided. The duties of this role would include, but are not limited to, the following: Assists with managing client accounts at Schwab, which includes preparing and processing client paperwork and transferring funds as...
JMG Financial Group
Downers Grove, IL, USA