Service Operations Associate (San Diego, CA)

Why Work at Mercer Advisors? 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.

S. * 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.

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Job Summary: 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. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience.

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. Essential Job Functions for this role include: Operational Execution Process client paperwork, forms, and documentation with accuracy and efficiency.

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.

Custodial Platform Coordination Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.

Requirements

Ensure all operational activities meet compliance standards and internal controls. Team Collaboration Support Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. , compliance, financial planning, investment operations) to ensure alignment and efficiency.

Participate in team meetings and contribute to process improvement initiatives. Other duties as assigned. Quality Assurance Continuous Improvement Identify and report operational inefficiencies or recurring issues.

Assist in documenting and refining standard operating procedures (SOPs). Support training and onboarding of new team members as needed. Career Path Growth: Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.