Service Operations Associate — Growth Path & Incentive Pay

Mercer Advisors; Santa Bárbara; Presencial; VES 30.874.000 - 36.197.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental plans

Vision insurance

401(k) retirement plan

Paid holidays

Paid time off

Descripción de la vacante

Mercer Advisors is seeking a Service Operations Associate I to support the Client Service department by handling administrative and transactional tasks, including paperwork, money movement, account maintenance, and custodial interactions. The role is non-client facing but essential to ensure accurate processing and regulatory compliance.

This position offers a clear career path to Associate II and III with increasing ownership and leadership within operations; strong detail orientation and

Formación

• Two to four years of job-related experience in financial services.
• Experience in an office environment with customer service focus is helpful.
• Notary designation is a plus.

Responsabilidades

• 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.
• Maintain detailed records of all transactions in the CRM and custodial platforms.
• Collaborate with Relationship Managers and Wealth Advisors to support client service delivery.

Conocimientos

Prioritization

Client communication

CRM experience

MS Word/Excel/Outlook

Attention to detail

Educación

High School diploma with a Bachelor’s degree highly preferred

Herramientas

Salesforce CRM

Descripción del empleo

Mercer Advisors is seeking a Service Operations Associate I to support the Client Service department by handling administrative and transactional tasks, including paperwork, money movement, account maintenance, and custodial interactions. The role is non-client facing but essential to ensure accurate processing and regulatory compliance.

This position offers a clear career path to Associate II and III with increasing ownership and leadership within operations; strong detail orientation and