Mercer Advisors
Financial Services
ServiceOperationsAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Service Operations Associate at Mercer Advisors. Skills: Operational execution, Client service support, Transaction processing. Process client paperwork, forms, and documentation. Execute money movement requests”
What You'll Achieve.
Timely and accurate processing; Seamless client experience
Industry & Context.
Record working time daily, 30-minute unpaid lunch
What They're Looking For.
Must Have
Process client paperwork, Execute money movement requests, Monitor service requests, Maintain detailed records, Availability during business hours
Nice to Have
Prior use of CRM system, Salesforce a plus, Desire for continuous self-learning, Professional growth
What You'll Do.
Process client paperwork
Execute money movement requests
Monitor and manage service requests
Maintain detailed records of transactions and communications
How You'll Work.
Team & Collaboration
Centralized team; Support Relationship Manager
Full Job Description
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U. S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution tha
Applying for this Service Operations Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Mercer Advisors?
Real rants from real employees. Read before you apply.