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Client Services Coordinator

Company: JMG Financial Group, Ltd.
Location: Downers Grove
Posted on: June 21, 2022

Job Description:

Client Service CoordinatorJMG 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 has announced JMG Financial Group as one of the Best Places to Work for Financial Advisors in 2018, 2019, 2020, 2021 and 2022.JMG is in search of a full-time Client Services Coordinator. 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: -

  • Manage client accounts at Schwab, which includes preparing and processing client paperwork and transferring funds as needed
  • Organize and maintain a variety of files, records and databases
  • Process tax returns
  • Maintain advisor calendars
  • Initiate and maintain correspondence with Advisors and clients, via phone, email and in-personAny experience and basic knowledge in the area of finance, income tax, estate planning, financial planning and investments is an advantage. A successful Client Service Coordinator 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.Education: -Bachelor's degree is preferred in Business Management or Business Administration; Associate's Degree is acceptable.Compensation: -Base salary plus overtime, bonuses and full benefits including health, dental and profit sharing.Training and onboarding is required to be done in the office until the hybrid work schedule will be offered. JMG is an equal opportunity employer.

Keywords: JMG Financial Group, Ltd., Downers Grove , Client Services Coordinator, Other , Downers Grove, Illinois

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