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Service Operations Associate (San Diego, CA)

3 weeks, 3 days 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 other 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, resolving items timely and escalating 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.
  • Participate in team meetings, contribute to process improvement initiatives, and help document and refine SOPs.
  • Support training and onboarding of new team members as needed.

Requirements

  • High school diploma required; bachelor’s degree highly preferred.
  • Two to four 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 are required.
  • Strong MS Word, Excel, and Outlook skills are required.
  • Prior use of a CRM system, such as Salesforce, is a plus.
  • Availability during standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.

Benefits

  • Base pay range of $28 to $33 USD per hour.
  • Eligible 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 Cigna plans and Kaiser medical plans in California.
  • Health Savings Account with company 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 maternity benefits and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, company match, and after-tax option.
  • Employee assistance, family medical leave, concierge services, and pet insurance.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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