Mercer Advisors
Service Operations Associate (Denver, Boulder, Fort Collins - CO)
Denver (HQ)
Sponsorship not specified$27k-$31kDetected 1 day ago
ComplianceSalesforceCRMExcelProcess ImprovementHRISCustomer SupportLeadershipCommunicationCollaborationMentoringMicrosoft Office
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odds of building a lasting career here
15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.
- While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.
- 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.
Responsibilities
- 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.
- Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
- Maintain detailed records of all transactions and communications in the CRM and custodial platforms.
- Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.
- Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.
- Team Collaboration & Support
- Support training and onboarding of new team members as needed.
Requirements
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
Nice to have
- Two to Four years of job related experience
- Financial services industry required
- Prior experience working in an office environment with a customer service focus helpful
- Notary designation a plus
Skills
- High School diploma with a Bachelor's degree highly preferred
- Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
- Work Schedule:
- Knowledge, Skills, & Abilities:
Compensation
- Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
Benefits
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Mercer Advisors offers a competitive and robust benefit package to our employees.
- Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
Company info
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Equal opportunity
- equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
- This inbox is for accommodation requests only.
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.