Service Operations Associate II (Hunt Valley, MD)
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Job Location:
Hunt Valley, MD - USA
Monthly Salary:
$ 70000 - 80000
Posted on:
6 days ago
Vacancies:
1 Vacancy
Job Summary
Why Work at Mercer Advisors
For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
Job Summary: |
The Service Operations Associate II is an advanced operational role within the Client Service department responsible for managing more complex client service functions and supporting Ultra High Net Worth (UHNW) clients in addition to other client segments. This role handles escalated and intricate transactions ensuring accuracy compliance and a superior client experience. While not client-facing the Service Operations Associate II works closely with Relationship Managers and Wealth Advisors to execute critical operational tasks that require specialized knowledge. This position serves as a subject matter expert for complex processes and contributes to continuous improvement initiatives. |
Essential Job Functions for this role include: |
Operational Execution Handle complex client transactions including multi-party transfers alternative investment funding and specialized account setups. Execute high-value money movement requests (e.g. wires for UHNW clients) with heightened attention to quality controls. Manage escalated service requests and troubleshoot issues requiring advanced problem-solving. Maintain detailed records of all transactions and communications in CRM and custodial platforms. Custodial & Platform Coordination Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. Maintain deep knowledge of custodial procedures regulatory requirements and firm-specific workflows. Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support Work closely with Relationship Managers on UHNW client needs and complex workflows. Collaborate with internal departments to streamline processes and reduce operational friction. Contribute to SOP development and participate in testing new processes or technology enhancements. Quality Assurance & Continuous Improvement Identify and report operational inefficiencies or recurring issues. Contribute to SOP development and workflow enhancements. Support risk mitigation strategies and compliance initiatives. Leadership & Mentorship Mentor Associate I team members providing guidance on complex tasks. Assist in onboarding and training new associates. Career Path & Growth
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Knowledge Skills and Abilities: |
Education: High School diploma with a Bachelors degree highly preferred Experience: Two to Four years of job related experience Financial services industry required Prior experience working in an office environment with a customer service focus helpful Certifications: Notary designation a plus Job Skills: Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors Excellent verbal and written communications skills a must Strong MS Word Excel and Outlook skills required; prior use of CRM system (Salesforce) a plus Strong desire for continuous self-learning and professional growth |
Work Schedule: |
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
Working Conditions: |
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. |
Actual base pay within this range will be based on a variety of factors including but not limited to the applicants geographic location relevant experience education skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors incentive compensation programs.
Base Pay Range
$70000 - $80000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (8 weeks) to provide time for recovery baby bonding and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents young children lifes challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal state or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process please email. This inbox is for accommodation requests only.
For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review ourApplicant Notices and Employment Rights.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection
Required Experience:
IC
