Service Operations Associate (Westport, CT) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.Mercer Advisors offers a workplace that stands apart in the financial industry.

More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence.

- Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.

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 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. Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.



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. Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. Stay current on custodial procedures, platform updates, and regulatory requirements.

Ensure all operational activities meet compliance standards and internal controls. Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. Participate in team meetings and contribute to process improvement initiatives.

Quality

Assurance & Continuous Improvement Assist in documenting and refining standard operating procedures (SOPs). Support training and onboarding of new team members as needed.

Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.

Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. High School diploma with a Bachelor’s degree highly preferred Prior experience working in an office environment with a customer service focus helpful Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times,



the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.

Company Paid Basic

Life & AD&D; Insurance ~ Company Paid Short-Term and Long-Term Disability Insurance ~ Short-Term Disability; Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. ~ Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. ~ Dependent Care Savings Account for child and dependent care. ~14 Company Paid Holidays including a full week off at Thanksgiving. ~ Generous paid time off program for vacation and sick days ~ Employee Assistance Plan ~ Family Medical Leave ~ Paid Parental Leave (8 weeks) ~ Maternity perks utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. ~ Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. ~401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option ~ We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer

Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.

Mercer

Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Acthere . #

📌 Service Operations Associate (Westport, CT)
🏢 Mercer Advisors
📍 Westport