HHiring Reality
← Mercer Advisors

Service Operations Associate (Westport, CT)

Mercer Advisors
Location
Westport
Posted
17 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 while maintaining client focus and attention to detail
  • Excellent verbal and written communication skills
  • Strong skills in MS Word, Excel, and Outlook; prior use of CRM system (Salesforce) a plus
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 that support the Client Service department. This includes processing client paperwork, managing service requests, coordinating with custodians, and collaborating with internal teams to ensure operational excellence. The position is non-client-facing but plays a crucial role in maintaining service consistency and compliance, with opportunities for career advancement within the operations function.

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
  • Non-client-facing role may limit direct client interaction experience
  • Career path to higher positions is clear but may require additional responsibilities and complexity
  • Standard business hours with potential for early or late hours to meet business needs
Job score3.2/5
Benefits5/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency0/5

Applying to Mercer Advisors?

See how your résumé matches this role — and tailor it from what actually gets interviews.