Service Operations Associate I (colleyville, Dallas, Rockwall, Tx)

Mercer Advisors

Colleyville, TX, US
Base pyy range varies by location; eligible for in...
On-site
Two to four years financial services experience
Strong ms word excel and outlook skills
Ability to prioritize in fast-paced environment
Mercer Advisors is seeking a Service Operations Associate I to support their Client Service department by executing administrative and transactional functions. This role is essential for ensuring efficient processing of client requests and offers a clear career progression within the organization

Job Summary

  • Mercer Advisors is an independent national fiduciary ranked #1 RIA firm by Barron's serving over 31,300 families.
  • This role supports Relationship Managers by handling behind-the-scenes execution of client requests including wires and account maintenance.
  • The position offers a clear career path with progression opportunities to Associate II and III levels within the operations function.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Service Operations Associate I to support their Client Service department by executing administrative and transactional functions. This role is essential for ensuring efficient processing of client requests and offers a clear career progression within the organization.

Salary

Base pay range varies by location; eligible for incentive compensation programs

Skills & Requirements

Must-have

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

Nice-to-have

  • Prior CRM system usage like Salesforce
  • Notary designation
  • Customer service focus experience
  • Desire for continuous self-learning

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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