Service Operations Associate (Boston, MA)
Core
Execute administrative and transactional functions to support the firm's service delivery, including processing paperwork, managing money movements, and maintaining client records.
Role type
Service Operations Associate (Administrative/Transactional Support) (via careerplan.io/jobs/5289977008-service-operations-associate-boston-ma-at-merceradvisors)
Builds
Operational support for client accounts and transactions
Domain
Financial Services / Wealth Management
Required skills
Financial services experience, money movement execution, CRM usage, regulatory compliance knowledge, process documentation
Preferred skills
Notary designation, Salesforce experience, Bachelor's degree
Technologies
CRM systems, MS Office suite
Responsibilities
Process client paperwork and documentation, execute money movement requests (wires, ACH), monitor service requests in a centralized queue, maintain transaction records, coordinate with custodians, support Relationship Managers
Seniority
Entry-level to Mid-level
