Service Operations Associate (Sorrento Valley, CA)

The role

The Service Operations Associate I executes administrative and transactional functions to support service delivery. This role handles client paperwork, money movement, account maintenance, and custodial interactions.

What you will do

• Process client paperwork, forms, and documentation
• Execute money movement requests including wires, ACH transfers, and journal entries
• Monitor and manage service requests in a centralized queue
• Maintain detailed records in the CRM and custodial platforms
• Serve as a liaison with custodians and third-party platforms
• Ensure operational activities meet compliance standards and internal controls
• Partner with Relationship Managers and Wealth Advisors
• Collaborate with internal departments like compliance and investment operations
• Identify and report operational inefficiencies
• Assist in documenting and refining standard operating procedures

Required qualifications

• Two to Four years of job related experience
• Financial services industry required
• High School diploma
• Excellent verbal and written communications skills
• Strong MS Word, Excel, and Outlook skills

Nice to have

• Bachelor’s degree
• Prior experience working in an office environment with a customer service focus
• Notary designation
• Prior use of CRM system (Salesforce)

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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• Not accepting unsolicited resumes from agencies and/or search firms

About the company

Mercer Advisors has been helping families integrate financial planning, investment management, tax, estate, and insurance for more than 40 years. They serve over 42,800 families across 110+ cities in the U.S.