Financial Services Operations Specialist

Mercer Advisors Inc.; Portsmouth (NH); In loco; USD 40.000 - 45.000; Tempo pieno

Vantaggi offerti da questo lavoro

Life Insurance

401(k) Retirement Plan

Paid Holidays

Parental Leave

Health benefits

Descrizione del lavoro

Mercer Advisors in Portsmouth, NH, is seeking a Service Operations Associate I to support the Client Service department with administrative and transactional tasks. The role handles paperwork, money movement, account maintenance, and custodial interactions from a centralized queue to ensure accurate, timely processing.

Ideal candidates have 2–4 years in financial services, office/customer service experience, and strong communication skills.

Competenze

• Two to Four years of job related experience in financial services
• Financial services industry required
• Prior experience in an office environment with a customer service focus helpful

Mansioni

• Process client paperwork, forms, and documentation with accuracy and efficiency.
• Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.
• Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
• Maintain detailed records of all transactions and communications in the CRM and custodial platforms.

Conoscenze

Attention to detail

Client focus

Verbal & written communication

MS Word

Excel

Outlook

Salesforce

Formazione

High School diploma with a Bachelor’s degree highly preferred

Strumenti

Salesforce

Descrizione del lavoro

Mercer Advisors in Portsmouth, NH, is seeking a Service Operations Associate I to support the Client Service department with administrative and transactional tasks. The role handles paperwork, money movement, account maintenance, and custodial interactions from a centralized queue to ensure accurate, timely processing.

Ideal candidates have 2–4 years in financial services, office/customer service experience, and strong communication skills.