Financial Services Operations Associate
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-13
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-07-13
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Mercer Advisors in Walnut Creek, CA is seeking a Service Operations Associate I to support the Client Service team with paperwork processing, money movement, account maintenance, and custodial interactions in a centralized queue.
This non‑client‑facing role complements Relationship Managers by ensuring accurate execution, regulatory compliance, and consistent service delivery, with a clear path to Associate II and III.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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