Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
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 that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.
Essential Job Functions for this role include:Operational ExecutionProcess client paperwork, forms, and documentation with accuracy and efficiency.Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.Maintain detailed records of all transactions and communications in the CRM and custodial platforms.Custodial & Platform CoordinationServe as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.Stay current on custodial procedures, platform updates, and regulatory requirements.Ensure all operational activities meet compliance standards and internal controls.Team Collaboration & SupportPartner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.Participate in team meetings and contribute to process improvement initiatives.Other duties as assigned.Quality Assurance & Continuous ImprovementIdentify and report operational inefficiencies or recurring issues.Assist in documenting and refining standard operating procedures (SOPs).Support training and onboarding of new team members as needed.Career Path & Growth:Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.
Knowledge, Skills, & Abilities:Education:High School diploma with a Bachelor’s degree highly preferredExperience:Two to Four years of job related experienceFinancial services industry requiredPrior experience working in an office environment with a customer service focus helpfulCertifications:Notary designation a plusJob Skills:Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detailEnjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendorsExcellent verbal and written communications skills a mustStrong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plusStrong desire for continuous self-learning and professional growth
Work Schedule:This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.
#LI-Hybrid
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Base Pay Range
$55,250
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$65,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
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