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Service Operations Associate I at Mercer Advisors - ApplyBlast

Service Operations Associate I

Mercer Advisors

8 days ago

4.0 on Glassdoor

Portsmouth, New Hampshire, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Service Operations Associate I supports the Client Service department by executing administrative and transactional functions to ensure timely and accurate processing of client requests. This role handles paperwork, money movement, and custodial interactions while maintaining operational excellence and regulatory compliance. The position offers a clear career path with increasing levels of complexity and leadership within the operations function.

Responsibilities

Process client paperwork and execute money movement requests
Monitor centralized queue to resolve service requests timely
Liaise with custodians and third-party platforms for transactions

Skills

Qualifications

Notary designation

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.