Service Ops Associate I Financial Services

Posted 9 days ago

mercer advisorsWestport (CT)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Mercer Advisors is seeking a Service Operations Associate I to support the Client Service department with execution of administrative and transactional tasks, ensuring timely processing of client requests from paperwork to money movement. This non-client-facing role complements Relationship Managers and upholds compliance and service consistency. The position offers a defined path to Associate II and III, with increasing responsibility and leadership in operations.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.