The Service Operations Associate I is a critical operational role within the Client Service ... account maintenance, and custodial interactions. This role is designed to complement the ...
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The Service Operations Associate I is a critical operational role within the Client Service ... account maintenance, and custodial interactions. This role is designed to complement the ...
Quick apply
The Service Operations Associate I is a critical operational role within the Client Service ... account maintenance, and custodial interactions. This role is designed to complement the ...
Operations Associate, Back-Office Location: Parsippany, NJ [In-Office Role) Job Type: Full-Time ... Manage escalations related to account issues, paperwork, platform access, and transaction ...
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Operations Associate, Back-Office Location: Parsippany, NJ [In-Office Role) Job Type: Full-Time ... Manage escalations related to account issues, paperwork, platform access, and transaction ...
Florham Park, NJ · On-site
$45K - $110K/yr
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved * Handle operational aspects of client ...
Florham Park, NJ · On-site
$45K - $110K/yr
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved * Handle operational aspects of client ...
$56K - $60K/yr
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 ...
$56K - $60K/yr
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 ...
Florham Park, NJ · On-site
$45K - $110K/yr
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all clientdocumentation is returned, completed and approved * Handle operational aspects of client ...
Florham Park, NJ · On-site
$45K - $110K/yr
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all clientdocumentation is returned, completed and approved * Handle operational aspects of client ...
$45K - $110K/yr
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all clientdocumentation is returned, completed and approved * Handle operational aspects of client ...
$45K - $110K/yr
Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all clientdocumentation is returned, completed and approved * Handle operational aspects of client ...
Florham Park, NJ · On-site
$56K - $60K/yr
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 ...
Florham Park, NJ · On-site
$56K - $60K/yr
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 ...
... Investment Operations Associate to join the Investment Administration and Accounting (IAA) team ... accounts * Generate insights and recommendations by addressing specific technical queries from ...
... Investment Operations Associate to join the Investment Administration and Accounting (IAA) team ... accounts * Generate insights and recommendations by addressing specific technical queries from ...
Wayne, NJ · On-site
$16 - $23.10/hr
... 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 ...
Wayne, NJ · On-site
$16 - $23.10/hr
... 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 ...
Ramsey, NJ · On-site
$16 - $23.10/hr
... 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 ...
Ramsey, NJ · On-site
$16 - $23.10/hr
... 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 ...
... Associate Director to join the Investment Administration and Accounting (IAA) team. The candidate ... related cash accounts * Acting as a subject matter expert for private markets operations ...
... Associate Director to join the Investment Administration and Accounting (IAA) team. The candidate ... related cash accounts * Acting as a subject matter expert for private markets operations ...
... Associate Director to join the Investment Administration and Accounting (IAA) team. The candidate ... related cash accounts * Acting as a subject matter expert for private markets operations ...
... Associate Director to join the Investment Administration and Accounting (IAA) team. The candidate ... related cash accounts * Acting as a subject matter expert for private markets operations ...
Parsippany, NJ · On-site
$109K - $178K/yr
... Associate Director to join the Investment Administration and Accounting (IAA) team. The candidate ... related cash accounts * Acting as a subject matter expert for private markets operations ...
Parsippany, NJ · On-site
$109K - $178K/yr
... Associate Director to join the Investment Administration and Accounting (IAA) team. The candidate ... related cash accounts * Acting as a subject matter expert for private markets operations ...
Morristown, NJ · On-site
$92K - $138K/yr
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... account setup, compliance, and documentation on InData and Vestmark systems. * Coordinate ...
Morristown, NJ · On-site
$92K - $138K/yr
Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... account setup, compliance, and documentation on InData and Vestmark systems. * Coordinate ...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Develop portfolio setup and maintenance related to account setup, compliance, and documentation on ...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Develop portfolio setup and maintenance related to account setup, compliance, and documentation on ...
Morristown, NJ · On-site
$92K/yr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Develop portfolio setup and maintenance related to account setup, compliance, and documentation on ...
Morristown, NJ · On-site
$92K/yr
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Develop portfolio setup and maintenance related to account setup, compliance, and documentation on ...
Goshen, NY · On-site
$39K - $59K/yr
Perform operational or administrative functions for client related requests (i.e., check requests ... Upon request, provide quotes and other account-related information to assist clients; non ...
Goshen, NY · On-site
$39K - $59K/yr
Perform operational or administrative functions for client related requests (i.e., check requests ... Upon request, provide quotes and other account-related information to assist clients; non ...
Manager/Associate Director, Commercial Analytics & Operations :- Company Overview KMK is a leading ... Experience in account management/business development. * Proficiency in SQL and data visualization ...
Manager/Associate Director, Commercial Analytics & Operations :- Company Overview KMK is a leading ... Experience in account management/business development. * Proficiency in SQL and data visualization ...
Manager/Associate Director, Commercial Analytics & Operations :- Company Overview KMK is a leading ... Experience in account management/business development. * Proficiency in SQL and data visualization ...
Quick apply
Manager/Associate Director, Commercial Analytics & Operations :- Company Overview KMK is a leading ... Experience in account management/business development. * Proficiency in SQL and data visualization ...
Brown & Brown is Seeking an Insurance Operations Audit Associate to join our growing team in ... account years of experience required, geography, and/or budget for the role. Teammate Benefits ...
Brown & Brown is Seeking an Insurance Operations Audit Associate to join our growing team in ... account years of experience required, geography, and/or budget for the role. Teammate Benefits ...
$31K - $35.7K
1% of jobs
$35.7K - $40.3K
2% of jobs
$40.3K - $44.9K
7% of jobs
$44.9K - $49.6K
13% of jobs
$50.2K is the 25th percentile. Wages below this are outliers.
$49.6K - $54.2K
15% of jobs
The median wage is $57.8K / yr.
$54.2K - $58.9K
16% of jobs
$58.9K - $63.5K
15% of jobs
$66.1K is the 75th percentile. Wages above this are outliers.
$63.5K - $68.1K
12% of jobs
$68.1K - $72.8K
8% of jobs
$72.8K - $77.4K
7% of jobs
$77.4K - $82K
4% of jobs
$31K
$59.8K
$82K
| Aspect | Account Operations Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; customer service certifications optional |
| Work Environment | Office setting, often in finance or banking sectors | Call centers, retail, or online support platforms |
| Employer & Industry Usage | Financial institutions, banking, fintech companies | Retail, telecommunications, service industries |
| Common Search & Comparison | Focuses on operational tasks related to accounts, data management | Focuses 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.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
This job post has expired today. Applications are no longer accepted.
8.9
Based on 5 frontline employees who took The Breakroom Quiz
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
Custodial & Platform Coordination
Team Collaboration & Support
Quality Assurance & Continuous Improvement
Career Path & Growth:
Knowledge, Skills, & Abilities:
Education:
Experience:
Certifications:
Job Skills:
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.
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:
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.
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Sourced by ZipRecruiter
Finance and insurance
201 - 500 Employees
Denver, CO, US
1985