Operations Associate, Client Services & Transactions

Merceradvisors; Boulder (CO); On-site; USD 38,572 - 45,460; Full time

Benefits offered by this job

401(k) Retirement Plan

Health Savings Account with company contributions

Paid parental leave

Personalized financial planning

Pet Insurance

Generous paid time off

Job summary

Merceradvisors is seeking a Service Operations Associate I located in Boulder, Colorado. This critical role involves executing administrative and transactional functions essential for client service delivery. The candidate will ensure timely processing of client requests and coordinate with various teams to maintain operational excellence.

The position offers a clear career path to Service Operations Associate II and III, with increasing levels of responsibility and complexity. High attention to detail and effective collaboration skills are key to success in this role.

Qualifications

• Minimum of two years of job-related experience required.
• Experience in the financial services industry preferred.
• Prior customer service experience in an office environment helpful.

Responsibilities

• Process client paperwork and financial transactions.
• Coordinate with custodians to resolve operational issues.
• Maintain detailed transaction records.

Skills

Attention to detail

Client focus

Verbal communication skills

Written communication skills

Collaboration

Proficient in MS Word, Excel, and Outlook

Education

High School diploma

Bachelor's degree (preferred)

Tools

Salesforce (CRM system)

Job description

Merceradvisors is seeking a Service Operations Associate I located in Boulder, Colorado. This critical role involves executing administrative and transactional functions essential for client service delivery. The candidate will ensure timely processing of client requests and coordinate with various teams to maintain operational excellence.

The position offers a clear career path to Service Operations Associate II and III, with increasing levels of responsibility and complexity. High attention to detail and effective collaboration skills are key to success in this role.