Service Operations Associate I (Springfield, MO)

Confirmed live in the last 24 hours

Mercer Advisors

Missouri; Springfield

Hybrid

Posted April 20, 2026

Job Description

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 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, 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 Barron’s 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 Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.

This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.

This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.

Essential Job Functions for this role include:

Operational Execution

Process client paperwork, forms, and documentation with accuracy and efficiency.
Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.
Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
Maintain detailed records of all transactions and communications in the CRM and custodial platforms.

Custodial & Platform Coordination

Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.
Stay current on custodial procedures, platform updates, and regulatory requirements.
Ensure all operational activities meet compliance standards and internal controls.

Team Collaboration & Support

Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.
Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.
Participate in team meetings and contribute to process improvement initiatives.
Other duties as assigned.

aidesignmarketingsales