Account Operations Specialist

Mercer Advisors • Springfield, MO

38d • $23 - $24 • Onsite

About The Position

The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements. As an Operations Assistant, you will contribute to the efficiency and effectiveness of MA Brokerage Solutions by supporting day-to-day operations and ensuring a high level of service for internal partners and clients. You will work in a collaborative, team-oriented environment and develop foundational skills necessary for progression within brokerage operations.

Requirements

• High School diploma with a bachelor’s degree preferred
• 1-2 years office experience desired
• Financial services industry preferred
• Prior experience working in an office environment with a customer service focus helpful
• Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
• Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
• Excellent verbal and written communications skills a must
• Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Junxure) a plus.
• Strong desire for continuous self-learning and professional growth
• Actively practices teamwork and collaboration within and beyond the assigned team
• Contributes to a positive work environment; builds appropriate rapport with other team members
• Balances competing priorities and manages time pressures with composure
• Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability
• Demonstrates commitment to professional behaviors - punctuality, attendance, appropriate office conduct, responsiveness, and follow-through
• Presents oral and written communications in a concise and well-organized form
• Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles
• Proactively takes on new work. Actively seek feedback from team members and Wealth Management leaders. Assists with training and mentors’ new employees as needed.
• Seeking to learn and apply new approaches and processes. May begin to identify/suggest process improvements.
• Represents the Firm in a professional manner
• Understands and supports meeting KPI goals

Nice To Haves

• prior use of CRM system (Junxure) a plus.

Responsibilities

• Provide day-to-day operational and administrative support
• Process routine transactions such as account updates and maintenance
• Completes paperwork for client onboarding
• Maintain data integrity across systems (Junxure, Laserfiche, Aspen)
• Assist with onboarding and account setup
• Support account transfers and lifecycle events
• Respond to internal requests and escalate complex issues
• Partner with team members to complete requests
• Follow established workflows and procedures
• Field inbound client calls
• Provide front desk coverage
• Assist with general administrative tasks
• Participating in training and development
• Other duties as needed

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED