Client Service Operations Specialist

Mercer Advisors; Schaumburg (IL); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid holidays

Paid time off

Job summary

Mercer Advisors in Schaumburg, IL is seeking a Service Operations Associate I to support client service delivery by executing administrative and transactional tasks in a centralized queue. You will handle paperwork, money movement, account maintenance, and custodial interactions, enabling Relationship Managers to focus on advising clients.

You will contribute to regulatory compliance and process improvements while growing into higher levels of ownership as you progress to Associate II and III.

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
• Notary designation a plus

Responsibilities

• Process 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.

Skills

Attention to detail

Customer focus

Communication skills

MS Word/Excel/Outlook

CRM (Salesforce)

Education

High School diploma

Bachelor's degree preferred

Tools

Salesforce CRM

MS Word

Excel

Outlook

Job description

Mercer Advisors in Schaumburg, IL is seeking a Service Operations Associate I to support client service delivery by executing administrative and transactional tasks in a centralized queue. You will handle paperwork, money movement, account maintenance, and custodial interactions, enabling Relationship Managers to focus on advising clients.

You will contribute to regulatory compliance and process improvements while growing into higher levels of ownership as you progress to Associate II and III.