1

Account Operations Associate Jobs in Sparta, NJ (NOW HIRING)

As a CHB Operations Associate , you play a critical role in ensuring our customers' imports move ... You will manage endtoend customs brokerage operations for a dedicated portfolio of accounts ...

... Accounts and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you, your family or your pet, as well as other protection programs), and LIFE EVENTS (Legal and ...

... Accounts and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you, your family or your pet, as well as other protection programs), and LIFE EVENTS (Legal and ...

next page

Showing results 1-20

Account Operations Associate information

See Sparta, NJ salary details

$31K

$59.8K

$82K

How much do account operations associate jobs pay per year?

As of Jun 24, 2026, the average yearly pay for account operations associate in Sparta, NJ is $59,762.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $67,800.00 per year, depending on experience, location, and employer.

What is a business operations associate's salary?

A business operations associate's salary typically ranges from $50,000 to $70,000 annually, depending on experience, location, and company size. Entry-level roles may start lower, while experienced associates or those in high-cost areas can earn more. Compensation often includes benefits such as health insurance and paid time off.

What is the role of an operations associate?

An operations associate is responsible for supporting daily business functions, such as processing transactions, managing data, and coordinating between departments. They often use tools like spreadsheets and enterprise software to ensure smooth operations and accurate record-keeping.

What jobs in the US pay 300,000 a year?

For an Account Operations Associate, earning $300,000 annually is uncommon, as this role typically offers lower compensation. High-paying jobs in the US that can reach or exceed this level include executive positions such as Chief Executive Officers, investment bankers, specialized physicians, and senior technology executives, often requiring extensive experience, advanced skills, and leadership responsibilities.

What is the difference between Account Operations Associate vs Customer Service Representative?

AspectAccount Operations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentOffice setting, often in finance or banking sectorsCall centers, retail, or online support platforms
Employer & Industry UsageFinancial institutions, banking, fintech companiesRetail, telecommunications, service industries
Common Search & ComparisonFocuses on operational tasks related to accounts, data managementFocuses on direct customer interaction and issue resolution

The Account Operations Associate typically handles account management, data processing, and operational tasks within financial or banking environments. In contrast, Customer Service Representatives primarily engage with customers directly to resolve issues and provide support. While both roles require strong communication skills, the Associate role emphasizes back-end processes, whereas the Representative role is front-facing and customer-focused.

What job makes $10,000 a month without a degree?

An Account Operations Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree often include sales, real estate, or certain entrepreneurial ventures, but they usually require strong skills, networking, and performance-based incentives. Most roles with such income levels generally demand relevant experience, certifications, or a combination of skills and performance.
Service Operations Associate (Morristown, NJ)

Service Operations Associate (Morristown, NJ)

Mercer Advisors

Morristown, NJ • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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.

Quality Assurance & Continuous Improvement

  • Identify and report operational inefficiencies or recurring issues.
  • Assist in documenting and refining standard operating procedures (SOPs).
  • Support training and onboarding of new team members as needed.

Career Path & Growth:

  • Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.
  • Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.

Knowledge, Skills, & Abilities:

Education:

  • High School diploma with a Bachelor's degree highly preferred

Experience:

  • Two to Four years of job related experience
  • Financial services industry required
  • Prior experience working in an office environment with a customer service focus helpful

Certifications:

  • Notary designation a plus

Job Skills:

  • 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 (Salesforce) a plus
  • Strong desire for continuous self-learning and professional growth

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$29—$33 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection