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Service Operations Associate at Mercer Advisors - ApplyBlast

Service Operations Associate

Mercer Advisors

3 hours ago

4.0 on Glassdoor

Los Angeles, California, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing administrative and transactional functions to support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, and account maintenance. The role complements the Relationship Manager function by handling behind-the-scenes execution to enable a seamless client experience while maintaining operational excellence and regulatory compliance.

Responsibilities

Process client paperwork and execute money movement requests
Coordinate with custodians and third-party platforms to resolve operational issues
Maintain detailed records and ensure compliance with regulatory standards

Skills

Qualifications

High School diplomaBachelor's degreeNotary 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.