Service Operations Associate I (atlanta, Ga)

Mercer Advisors

Atlanta, Georgia, US
Base: $29—$34 usd; bonus/equity: not specified; be...
On-site
Timely and accurate processing of client requests
Maintain detailed records in crm
Liaison with custodians and platforms
Mercer Advisors is seeking a Service Operations Associate I to support their Client Service department in Atlanta, Georgia. This role focuses on executing administrative and transactional functions to enhance client service delivery, with opportunities for career progression

Job Summary

  • The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery.
  • This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience.
  • This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Service Operations Associate I to support their Client Service department in Atlanta, Georgia. This role focuses on executing administrative and transactional functions to enhance client service delivery, with opportunities for career progression.

Salary

Base: $29—$34 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Timely and accurate processing of client requests
  • Maintain detailed records in CRM
  • Liaison with custodians and platforms
  • Ensure compliance with standards and controls
  • Collaborate with internal departments

Nice-to-have

  • Focus on client experience
  • Contribute to process improvement
  • Desire for continuous self-learning

Key Requirements

  • Two to Four years of job related experience
  • Financial services industry required
  • High School diploma with a Bachelor’s degree highly preferred
  • Prior experience in office environment with customer service focus helpful

Work Rights

Not specified

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