Service Operations Associate I: Client Services

Mercer Advisors; Westport; On-site; CAD 55,000 - 63,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid holidays

Paid time off

Parental leave

Life insurance

Job summary

Mercer Advisors is seeking a Service Operations Associate in Westport, CT to handle paperwork, money movement, and account maintenance in a centralized queue. The role supports Relationship Managers and Wealth Advisors to deliver seamless client service while ensuring compliance and strong operational controls.

The position offers a clear career path to higher levels in operations, with a comprehensive benefits package and a focus on accuracy, collaboration, and continuous improvement.

Qualifications

• Two to Four years of job related experience.
• Financial services industry required.
• Prior experience working in an office environment with a customer service focus helpful.

Responsibilities

• Process client paperwork and documentation accurately.
• Execute money movement requests per policy (wires, ACH, journal entries).
• Maintain detailed records in the CRM and custodial platforms.
• Collaborate with Relationship Managers to support client service delivery.
• Identify and report operational inefficiencies and suggest improvements.

Skills

Attention to detail

Communication

CRM experience

MS Office

Customer service

Education

Bachelor's degree preferred

Tools

Salesforce

Job description

Mercer Advisors is seeking a Service Operations Associate in Westport, CT to handle paperwork, money movement, and account maintenance in a centralized queue. The role supports Relationship Managers and Wealth Advisors to deliver seamless client service while ensuring compliance and strong operational controls.

The position offers a clear career path to higher levels in operations, with a comprehensive benefits package and a focus on accuracy, collaboration, and continuous improvement.