Financial Services Operations Associate – Client Ops Focus

Mercer-Advisors; Hockessin (DE); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan

Paid Holidays

Paid Parental Leave

Life Insurance

Vision Insurance

Job summary

Mercer Advisors in Allentown, PA is seeking a Service Operations Associate I to handle administrative and transactional support within the Client Service team. This centralized role ensures timely, accurate processing of client requests and regulatory compliance while supporting the Relationship Managers.

You will process paperwork, money movements, and account maintenance in a controlled environment. The position offers a clear path to Associate II/III and a robust benefits package.

Qualifications

• High School diploma with a Bachelor’s degree highly preferred
• Two to Four years of job related experience
• Financial services industry required
• Prior experience in an office environment with a customer service focus helpful

Responsibilities

• Process client paperwork, forms, and documentation with accuracy and efficiency
• Execute money movement requests, including wires, ACH transfers, and journal entries
• Monitor and manage service requests in a centralized queue
• Maintain detailed records of all transactions and communications in the CRM and custodial platforms
• Serve as a liaison with custodians and third-party platforms to resolve operational issues
• Stay current on custodial procedures, platform updates, and regulatory requirements
• Ensure all operational activities meet compliance standards and internal controls
• Collaborate with Relationship Managers to support client service delivery
• Participate in team meetings and contribute to process improvement initiatives

Skills

CRM (Salesforce)

MS Office

Customer service

Attention to detail

Team collaboration

Verbal & written communication

Education

Bachelor’s degree preferred

Tools

Salesforce

Job description

Mercer Advisors in Allentown, PA is seeking a Service Operations Associate I to handle administrative and transactional support within the Client Service team. This centralized role ensures timely, accurate processing of client requests and regulatory compliance while supporting the Relationship Managers.

You will process paperwork, money movements, and account maintenance in a controlled environment. The position offers a clear path to Associate II/III and a robust benefits package.