Account Operations Specialist

Mercer Advisors; Springfield (MO); On-site; USD 23,000 - 24,000; Full time

Benefits offered by this job

Company‑paid Life Insurance

Disability Insurance

Health plan options

Job summary

Mercer Advisors in Springfield, MO, seeks an Operations Assistant I to provide administrative and operational support to the brokerage operations team, handling routine tasks with accuracy while learning processes and compliance requirements.

You will process client onboarding, maintain data across Junxure, Laserfiche, and Aspen, and assist with transfers while supporting internal partners and clients in a collaborative office setting.

Qualifications

• Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail.
• Strong client service orientation with a collaborative approach.
• Proficiency in MS Office (Word, Excel, Outlook); familiarity with CRM systems like Junxure is a plus.

Responsibilities

• Provide day-to-day operational and administrative support
• Process routine transactions such as account updates and maintenance
• Complete paperwork for client onboarding
• Maintain data integrity across systems (Junxure, Laserfiche, Aspen)
• Assist with onboarding and account setup
• Support account transfers and lifecycle events
• Respond to internal requests and escalated complex issues
• Partner with team members to complete requests
• Follow established workflows and procedures
• Field inbound client calls
• Provide front desk coverage
• Assist with general administrative tasks
• Participate in training and development

Skills

Prioritization

Client service

Verbal communication

Written communication

Team collaboration

Education

High School diploma

Bachelor’s degree preferred

Tools

Junxure

Laserfiche

Aspen

Job description

Job Summary

The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements. As an Operations Assistant, you will contribute to the efficiency and effectiveness of MA Brokerage Solutions by supporting day‑to‑day operations and ensuring a high level of service for internal partners and clients. You will work in a collaborative, team‑oriented environment and develop foundational skills necessary for progression within brokerage operations.

Responsibilities

• Provide day‑to‑day operational and administrative support
• Process routine transactions such as account updates and maintenance
• Complete paperwork for client onboarding
• Maintain data integrity across systems (Junxure, Laserfiche, Aspen)
• Assist with onboarding and account setup
• Support account transfers and lifecycle events
• Respond to internal requests and escalated complex issues
• Partner with team members to complete requests
• Follow established workflows and procedures
• Field inbound client calls
• Provide front desk coverage
• Assist with general administrative tasks
• Participate in training and development
• Other duties as needed

Requirements

Education:

• High School diploma with a bachelor’s degree preferred

Experience:

• 1‑2 years office experience desired
• Financial services industry preferred
• Prior experience working in an office environment with a customer service focus helpful

Job Skills:

• Ability to prioritize in a fast‑paced environment while maintaining client focus and attention to detail
• Enjoy collaborating and building positive relationships internally with co‑workers and externally with clients and vendors
• Excellent verbal and written communication skills essential
• Strong MS Office (Word, Excel, Outlook) skills required; prior use of CRM system (Junxure) a plus
• Strong desire for continuous self‑learning and professional growth

Competencies

Interpersonal Effectiveness

• Teamwork & Collaboration – actively practices teamwork and collaboration within and beyond the assigned team
• Work Environment – contributes to a positive work environment; builds appropriate rapport with other team members
• Balancing Priorities – balances competing priorities and manages time pressures with composure
• Trustworthiness – instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability
• Professional Presence – demonstrates commitment to professional behaviors – punctuality, attendance, appropriate office conduct, responsiveness, and follow‑through
• Communications – presents oral and written communications in a concise and well‑organized form

Leadership

• Vision & Values – understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles
• Talent Development – proactively takes on new work, seeks feedback, assists with training and mentors new employees as needed
• Innovative & Change Management – seeks to learn and apply new approaches and processes; identifies/suggests process improvements
• Firm‑building – represents the Firm in a professional manner
• Driving Results – understands and supports meeting KPI goals

Work Schedule

Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions

Professional office environment, daytime hours; working inside, standing, and sitting. Will be assigned to a workstation; no heavy lifting over 10 lbs.

Compensation

Actual base pay within this range will be based on a variety of factors, including but not limited to geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs.

Base Pay Range: $23,000 – $24,000 USD.

Benefits

• Company‑paid Basic Life & AD&D Insurance
• Company‑paid Short‑Term and Long‑Term Disability Insurance
• Supplemental Life & AD&D; Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans, including two High Deductible Health Plans and a Traditional Co‑Pay plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company‑Paid Holidays including full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Program
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company‑paid STD, supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company‑Paid Concierge Services
• 401(k) Retirement Plan (Traditional and Roth with per‑pay‑period match and after‑tax option)
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing

Equal Employment Opportunity

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.

If you need an accommodation during the application or hiring process, please email [e-mail].

For information about applicant rights, required employment notices, E‑Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

California residents: learn more about Mercer's California Consumer Privacy Policy.