Service Operations Specialist - Financial Services

merceradvisors; Raleigh (NC); On-site; USD 42,000 - 65,000; Full time

Job summary

Mercer Advisors is seeking a Service Operations Associate I to support the Client Service team by performing critical operational tasks. You will handle paperwork, money movements, account maintenance, and custodial interactions to ensure a seamless client experience without direct client-facing duties.

The role supports regulatory compliance, internal controls, and continuous improvement within a growing advisory firm.

Qualifications

• High School diploma required; Bachelor's degree highly preferred.
• 2–4 years of job related experience in financial services.
• 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, 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.
• Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.

Skills

Attention to detail

Client service

Verbal communication

Written communication

Team collaboration

Education

High School diploma

Bachelor's degree preferred

Tools

Salesforce CRM

MS Word

MS Excel

MS Outlook

Job description

Mercer Advisors is seeking a Service Operations Associate I to support the Client Service team by performing critical operational tasks. You will handle paperwork, money movements, account maintenance, and custodial interactions to ensure a seamless client experience without direct client-facing duties.

The role supports regulatory compliance, internal controls, and continuous improvement within a growing advisory firm.