Client Services Operations Specialist

Mercer Advisors; Denver (CO); On-site; USD 50,000 - 64,000; Full time

Job summary

Mercer Advisors is seeking a Service Operations Associate I to support the Client Service department's backend operations. This role focuses on processing administrative and transactional tasks that ensure accurate and timely client service delivery across accounts.

The position works within a centralized team that handles paperwork, money movements, account maintenance, and custodial interactions, complementing Relationship Managers by managing the behind-the-scenes workflow with precision and

Responsibilities

• Executing administrative and transactional functions that support the firm’s service delivery.
• Handling paperwork, money movement, account maintenance, and custodial interactions.

Job description

Mercer Advisors is seeking a Service Operations Associate I to support the Client Service department's backend operations. This role focuses on processing administrative and transactional tasks that ensure accurate and timely client service delivery across accounts.

The position works within a centralized team that handles paperwork, money movements, account maintenance, and custodial interactions, complementing Relationship Managers by managing the behind-the-scenes workflow with precision and