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← Mercer Advisors

Service Operations Associate (Boston, MA)

Mercer Advisors
Location
Boston, Massachusetts, United States
Posted
25 days ago
Department
Wealth Management - Client Service
What they actually want (must-haves)
  • High School diploma; Bachelor's degree highly preferred
  • 2-4 years of job-related experience in the financial services industry
  • Prior experience in an office environment with a customer service focus
  • Ability to prioritize in a fast-paced environment
  • Excellent verbal and written communication skills
  • Strong MS Word, Excel, and Outlook skills
Nice to have
  • Notary designation
What the job really is

The Service Operations Associate I role at Mercer Advisors involves executing administrative and transactional functions to support the Client Service department. This includes processing client paperwork, managing service requests, and coordinating with custodians and third-party platforms. The position is essential for maintaining operational excellence and compliance, while also providing a clear career path for advancement within the operations team.

Benefits
  • Company Paid Basic Life & AD&D Insurance
  • 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
Things to weigh
  • Role is not client-facing, which may limit direct client interaction experience
  • Position requires availability during standard business hours, with potential for early or late hours
  • Job involves routine administrative tasks which may not appeal to all candidates
  • The position is classified as non-exempt, requiring daily timekeeping
Job score3.2/5
Benefits5/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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