Service Operations Associate I (hunt Valley, Md)

Mercer Advisors

Hunt Valley, Maryland, United States
Base: $25 ph; bonus/equity: eligible for incentive...
**
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 Hunt Valley, Maryland office. This role involves executing administrative functions within the Client Service department to support seamless service delivery, with a clear path for career advancement. **

Job Summary

  • Mercer Advisors is a top-ranked independent RIA 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 for client requests including 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: 75

** Mercer Advisors is seeking a Service Operations Associate I for their Hunt Valley, Maryland office. This role involves executing administrative functions within the Client Service department to support seamless service delivery, with a clear path for career advancement. **

Salary

Base: $25 per hour; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Not specified

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 customer service focus experience
  • Notary designation certification
  • Salesforce CRM system usage

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

Tailored Resume

Cover Letter