Financial Services Operations Specialist

Merceradvisors; Allentown (Lehigh County); On-site; USD 83,097,000 - 94,558,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan

Paid Holidays

Paid Time Off

Life Insurance

Disability Insurance

Dental Plans

Vision Insurance

Parental Leave

Adoption Assistance

Employee Assistance Plan

Concierge Services

Job summary

Mercer Advisors is seeking a Service Operations Associate I to join the Client Service department. This role handles administrative and transactional tasks that support service delivery, working from a centralized queue to ensure timely processing of paperwork, wires, transfers, and account maintenance.

It complements Relationship Managers by handling behind-the-scenes execution. The position offers a clear career path to Associate II and III with increasing responsibility, exposure to

Qualifications

• Two to Four years of job related experience
• Financial services industry required
• Notary designation a plus

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, ensuring timely resolution.
• 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.

Skills

Attention to detail

Customer service

MS Excel

CRM experience

Team collaboration

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

Job description

Mercer Advisors is seeking a Service Operations Associate I to join the Client Service department. This role handles administrative and transactional tasks that support service delivery, working from a centralized queue to ensure timely processing of paperwork, wires, transfers, and account maintenance.

It complements Relationship Managers by handling behind-the-scenes execution. The position offers a clear career path to Associate II and III with increasing responsibility, exposure to