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Service Operations Associate (Denver, CO)

1 month, 1 week ago
United States
Full-time
Junior
Operations Specialist
Customer and Technical Support
CRM Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Process client paperwork, forms, and documentation with accuracy and efficiency.
  • Execute money movement requests, including wires, ACH transfers, and journal entries, according to firm and custodial policies.
  • Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
  • Maintain detailed records of transactions and communications in CRM and custodial platforms.
  • Serve 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 operational activities meet compliance standards and internal controls.
  • Partner with Relationship Managers, Wealth Advisors, and internal departments to support client service delivery and operational alignment.
  • Identify and report operational inefficiencies or recurring issues and help improve processes.
  • Assist in documenting and refining standard operating procedures and support onboarding or training as needed.

Requirements

  • High school diploma required; bachelor's degree highly preferred.
  • 2 to 4 years of job-related experience.
  • Experience in the financial services industry is required.
  • Prior experience in an office environment with a customer service focus is helpful.
  • Notary designation is a plus.
  • Strong ability to prioritize in a fast-paced environment while maintaining attention to detail.
  • Excellent verbal and written communication skills.
  • Strong MS Word, Excel, and Outlook skills are required.
  • Prior use of a CRM system such as Salesforce is a plus.
  • Availability to work standard business hours, Monday through Friday from 8:00 AM to 5:00 PM, with occasional early or late hours as needed.

Benefits

  • Base pay range of $37 to $43 USD per hour.
  • Eligibility for incentive compensation through Mercer Advisors' incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave for 8 weeks, plus family medical leave and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax contribution option.
  • Employee assistance program, company-paid concierge services, pet insurance, and preferred employee pricing on Mercer Advisors financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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