Service Operations Associate I - Finance Ops

Mercer Advisors; Raleigh (NC); On-site; USD 37,000 - 43,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Holidays

Paid Time Off

Disability Insurance

Life Insurance

Employee Assistance

Job summary

Mercer Advisors in Raleigh, NC seeks a Service Operations Associate I to support the Client Service team with executing paperwork, money movements, account maintenance, and custodial interactions. This role backs Relationship Managers and Wealth Advisors to ensure accurate, timely service delivery.

Two to four years in financial services, notary a plus, and strong MS Office/CRM skills are preferred. The position offers a clear path to Associate II and III with competitive pay and a comprehensive

Qualifications

• Two to four years of job-related experience in financial services.
• Prior experience in an office environment with a customer-service focus helpful.
• Notary designation is 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 with timely resolution.
• Maintain detailed records in the CRM and custodial platforms.
• Collaborate with Relationship Managers and Wealth Advisors to support service delivery.

Skills

Prioritization

Communication

MS Word/Excel/Outlook

CRM (Salesforce) familiarity

Education

High School diploma

Bachelor’s degree preferred

Tools

CRM Salesforce

Job description

Mercer Advisors in Raleigh, NC seeks a Service Operations Associate I to support the Client Service team with executing paperwork, money movements, account maintenance, and custodial interactions. This role backs Relationship Managers and Wealth Advisors to ensure accurate, timely service delivery.

Two to four years in financial services, notary a plus, and strong MS Office/CRM skills are preferred. The position offers a clear path to Associate II and III with competitive pay and a comprehensive