Service Operations Associate — Financial Services Ops
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-08-27
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-08-27
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Mercer Advisors is seeking a Service Operations Associate I in Walnut Creek, CA. This role supports the Client Service department by handling administrative tasks, money movements, and custodial interactions in a centralized queue, enabling a seamless client experience.
It pairs with Relationship Managers to ensure accurate execution and regulatory compliance. The position offers a clear path to Associate II and III, with a base pay range noted and a comprehensive benefits program.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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