Service Operations Associate I (springfield, Mo)

Mercer Advisors

Springfield, Missouri, US
Base pyy range based on location + experience; eli...
On-site
Two to four years financial services experience
Strong ms word excel outlook skills
Ability to prioritize in fast-paced environment
Mercer Advisors is seeking a Service Operations Associate I for their Springfield, Missouri office. This role focuses on supporting the Client Service department by executing administrative tasks, processing client requests, and ensuring operational excellence

Job Summary

  • Mercer Advisors is a top-ranked independent fiduciary firm dedicated to simplifying the financial lives of over 31,300 families across the U.S.
  • This role supports Relationship Managers by handling behind-the-scenes execution of client requests such as wires, ACH transfers, and account maintenance.
  • The position offers a clear career path with opportunities to advance to Associate II and III levels involving increased ownership and leadership.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Service Operations Associate I for their Springfield, Missouri office. This role focuses on supporting the Client Service department by executing administrative tasks, processing client requests, and ensuring operational excellence.

Salary

Base pay range based on location and experience; eligible for incentive compensation programs

Skills & Requirements

Must-have

  • Two to four years financial services experience
  • Strong MS Word Excel Outlook skills
  • Ability to prioritize in fast-paced environment

Nice-to-have

  • Prior CRM system Salesforce usage
  • Notary designation certification
  • Customer service focus background

Key Requirements

  • High School diploma with Bachelor's degree preferred
  • Two to four years job related experience required
  • Financial services industry experience required

Work Rights

Not specified

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