About the job
About Mercer Advisors
Mercer Advisors has spent over 40 years helping families manage their financial lives. The firm brings together financial planning, investment management, tax, estate, and insurance services through a coordinated team approach. Mercer Advisors supports more than 31,300 families in over 90 cities across the U. S. Recognized as the nation’s top-ranked RIA Firm by Barron’s, the company operates as an independent, national fiduciary, always prioritizing clients’ best interests.
Diversity is central to Mercer Advisors’ culture. Half of the workforce and client-facing team are women, reflecting a commitment to inclusion. The company attracts talent from across the country, operates without a formal headquarters, and offers flexible work options.
Role Overview: Service Operations Associate I
The Service Operations Associate I works within the Client Service department, handling the administrative and transactional tasks that keep service delivery running smoothly. This centralized team processes client requests accurately and on schedule, managing paperwork, fund transfers, account maintenance, and communication with custodians.
This is not a client-facing position. Instead, the role supports Relationship Managers by maintaining efficient operations, upholding regulatory requirements, and delivering consistent service quality.
The position offers a clear path for advancement to Service Operations Associate II and III, with opportunities to take on more responsibility and leadership within the operations team.
Location
California; Santa Barbara
