Financial Services Operations Associate

Merceradvisors; San Diego (CA); On-site; USD 38,572 - 46,838; Full time

Benefits offered by this job

Company Paid Life Insurance

Medical plans with company contributions

Generous paid time off

401(k) Retirement Plan

Paid Parental Leave

Job summary

Mercer Advisors in San Diego seeks a Service Operations Associate I to support client service delivery through executing administrative functions. The role involves processing paperwork, managing service requests, and collaborating across departments to ensure operational excellence.

The position offers a clear career path with increasing responsibilities in service operations, requiring strong detail orientation and communication skills. A Bachelor's degree is preferred, along with relevant experience in financial services.

Qualifications

• High School diploma with a Bachelor's degree highly preferred.
• Two to Four years of job related experience in the financial services industry.
• Excellent verbal and written communications skills.

Responsibilities

• Process client paperwork with accuracy and efficiency.
• Execute money movement requests in accordance with policies.
• Collaborate with internal departments to ensure efficiency.
• Identify and report operational inefficiencies.

Skills

Communication skills

Attention to detail

Collaboration

Time management

MS Word

MS Excel

Salesforce CRM

Education

High School diploma

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Mercer Advisors in San Diego seeks a Service Operations Associate I to support client service delivery through executing administrative functions. The role involves processing paperwork, managing service requests, and collaborating across departments to ensure operational excellence.

The position offers a clear career path with increasing responsibilities in service operations, requiring strong detail orientation and communication skills. A Bachelor's degree is preferred, along with relevant experience in financial services.