Wealth Operations Specialist
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-08-02
Listing for:
Merceradvisors
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
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Business
Job Description & How to Apply Below
Mercer Advisors seeks a Service Operations Associate I to support the Client Service department with administrative and transactional tasks, including paperwork, money movement, account maintenance, and custodial interactions.
This role complements the Relationship Manager function, ensuring timely execution, regulatory compliance, and a seamless client experience. A clear career path exists to Associate II/III, with standard hours 8 AM–5 PM and incentive programs tied to performance.
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