Client Services Operations Specialist

Merceradvisors; Houston (TX); On-site; USD 33,062 - 38,572; Full time

Benefits offered by this job

Company Paid Life Insurance

Comprehensive Medical Plans

401(k) Retirement Plan

Generous paid time off program

Paid Parental Leave

Job summary

Merceradvisors in Houston is seeking a Service Operations Associate I to provide central support for client service operations. This role involves executing administrative and transactional functions that ensure timely processing of client requests.

Responsibilities include processing client paperwork, coordinating with custodians, and maintaining detailed records. The ideal candidate has 2-4 years of experience in the financial services field and strong communication skills. This role offers a clear path to higher-level positions in service operations.

Qualifications

• Two to four years of job-related experience required in the financial services industry.
• Prior experience working in an office environment with a customer service focus is helpful.

Responsibilities

• Process client paperwork, forms, and documentation accurately.
• Execute money movement requests in accordance with policies.
• Monitor and manage service requests in a centralized queue.
• Serve as a liaison with custodians and resolve operational issues.

Skills

Ability to prioritize in a fast-paced environment

Excellent verbal and written communication skills

Strong Microsoft Word, Excel, and Outlook skills

Prior use of CRM system (Salesforce)

Education

High School diploma with a Bachelor’s degree preferred

Tools

Salesforce

Job description

Merceradvisors in Houston is seeking a Service Operations Associate I to provide central support for client service operations. This role involves executing administrative and transactional functions that ensure timely processing of client requests.

Responsibilities include processing client paperwork, coordinating with custodians, and maintaining detailed records. The ideal candidate has 2-4 years of experience in the financial services field and strong communication skills. This role offers a clear path to higher-level positions in service operations.