Financial Services Operations Associate

Merceradvisors; Kansas City (MO); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Paid time off

Parental leave

Job summary

Mercer Advisors in Kansas City is seeking a Service Operations Associate I to support the Client Service team by handling paperwork, money movements, account maintenance, and custodial interactions. You’ll work behind the scenes to ensure accuracy, regulatory compliance, and a seamless client experience.

The role offers a clear path to Associate II and III, with competitive base pay of $29–$33 per hour and a broad benefits package.

Qualifications

• High School diploma required; Bachelor’s degree preferred.
• Two to four years of job-related experience in financial services.
• Notary designation a plus.

Responsibilities

• Process client paperwork, forms, and documentation accurately.
• Execute money movement requests per policy.
• Monitor service requests in a centralized queue and escalate when needed.
• Maintain records in CRM and custodial platforms.

Skills

Prioritization

Customer service

Communication

Salesforce

MS Office

Education

High School diploma

Bachelor’s degree preferred

Tools

Salesforce

MS Word

MS Excel

Outlook

Job description

Mercer Advisors in Kansas City is seeking a Service Operations Associate I to support the Client Service team by handling paperwork, money movements, account maintenance, and custodial interactions. You’ll work behind the scenes to ensure accuracy, regulatory compliance, and a seamless client experience.

The role offers a clear path to Associate II and III, with competitive base pay of $29–$33 per hour and a broad benefits package.