Service Operations Associate (Woodland Hills, CA or Los Angeles, CA)

Mercer Advisors • Los Angeles, CA

2d • $31 - $36

About The Position

The Service Operations Associate I is a centralized operational role within the Client Service department. The associate processes administrative and transactional client requests—including paperwork, money movement, account maintenance, and custodial interactions—through a shared queue. The role complements Relationship Managers by handling behind-the-scenes execution that supports a seamless client experience. It is not client-facing and contributes to operational excellence, regulatory compliance, and consistent service delivery.

The role coordinates with custodians and third-party platforms, maintains transaction records in CRM and custodial systems, and partners with Relationship Managers, Wealth Advisors, and internal departments. The position offers a progression to Service Operations Associate II and III, with greater responsibility for complex transactions, custodial relationships, process improvements, and team leadership.

The position is based in Woodland Hills or Los Angeles, California, and may be performed in a professional office or a dedicated home-office workspace. The schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m.; early or late hours may occasionally be needed to meet business tasks and deadlines. Non-exempt employees must record working time daily and take a 30-minute unpaid lunch period. The listed base pay range is $31–$36 USD, and the position is eligible for incentive compensation.

Requirements

• High school diploma; a bachelor's degree is highly preferred.
• Two to four years of job-related experience.
• Experience in the financial services industry is required.
• Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail.
• Excellent verbal and written communication skills.
• Strong Microsoft Word, Excel, and Outlook skills.
• Ability to collaborate and build positive relationships with coworkers, clients, and business vendors.

Nice To Haves

• Bachelor's degree.
• Prior experience in an office environment with a customer service focus.
• Notary designation.
• Prior experience with a CRM system, particularly Salesforce.
• Strong interest in continuous self-learning and professional growth.

Responsibilities

• Process client paperwork, forms, and documentation accurately and efficiently.
• 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 transactions and communications in CRM and custodial platforms.
• Liaise with custodians and third-party platforms to resolve operational issues and facilitate transactions.
• Stay current on custodial procedures, platform updates, and regulatory requirements.
• Ensure operational activities meet compliance standards and internal controls.
• Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.
• Collaborate with internal departments, including compliance, financial planning, and investment operations.
• Participate in team meetings and contribute to process improvement initiatives.
• Identify and report operational inefficiencies or recurring issues.
• Assist in documenting and refining standard operating procedures.
• Support training and onboarding of new team members as needed.
• Perform other duties as assigned.

Benefits

• Company-paid basic life and AD&D insurance.
• Company-paid short-term and long-term disability insurance.
• Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
• Medical plans, including high-deductible and traditional co-pay options; Kaiser plans are available in California.
• Health Savings Account with company contributions for eligible high-deductible health plan enrollees.
• Two dental plans.
• Vision insurance.
• Dependent care savings account.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family medical leave.
• Eight weeks of paid parental leave.
• Maternity benefits using company-paid short-term disability, supplemental short-term disability if applicable, and parental leave.
• Adoption assistance reimbursement program.
• Company-paid concierge services for caregiving and other life needs.
• 401(k) plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

What This Job Offers

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