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.

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JOB OVERVIEW

Experience level

Junior

Location

Westport, CT

Occupation

Financial Clerks, All Other

Industry

Portfolio Management and Investment Advice

Posted

9 days ago

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