{"id":1154985,"url":"https://alion.io/job/mercer-advisors-service-operations-associate-dallas-rockwall-and-plano-tx","title":"Service Operations Associate (Dallas, Rockwall, and Plano, TX)","company":{"id":1999,"name":"Mercer Advisors","domain":"merceradvisors.com","url":"https://alion.io/company/mercer-advisors","size_band":"1001-5000","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":93,"open_postings":26,"ghost_share":0,"stale_share":0.077,"repost_share":0,"time_to_fill_p50_days":65,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":40000,"max_usd":84000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":747},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-09-23T19:53:15Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-24T12:25:40Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Why Work at Mercer Advisors?\nFor 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.\nToday, we serve over 42,800+ families across 110+ 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.*\nMercer 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.\nJoin us and help families amplify and simplify their financial lives with confidence.\n* 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.\n\nJob Summary:\nThe 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.\nThis 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.\nThis 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.\n\nEssential Job Functions for this role include:\n\nOperational Execution\nProcess client paperwork, forms, and documentation with accuracy and efficiency.\nExecute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.\nMonitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.\nMaintain detailed records of all transactions and communications in the CRM and custodial platforms.\nCustodial & Platform Coordination\nServe as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.\nStay current on custodial procedures, platform updates, and regulatory requirements.\nEnsure all operational activities meet compliance standards and internal controls.\nTeam Collaboration & Support\nPartner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.\nCollaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.\nParticipate in team meetings and contribute to process improvement initiatives.\nOther duties as assigned.\nQuality Assurance & Continuous Improvement\nIdentify and report operational inefficiencies or recurring issues.\nAssist in documenting and refining standard operating procedures (SOPs).\nSupport training and onboarding of new team members as needed.\nCareer Path & Growth:\nService Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.\nService Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.\n\nKnowledge, Skills, & Abilities:\n\nEducation: \nHigh School diploma with a Bachelor’s degree highly preferred\nExperience: \nTwo to Four years of job related experience\nFinancial services industry required\nPrior experience working in an office environment with a customer service focus helpful\nCertifications: \nNotary designation a plus\nJob Skills: \nAbility to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail\nEnjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors\nExcellent verbal and written communications skills a must\nStrong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus\n Strong desire for continuous self-learning and professional growth\n\nWork Schedule:\n\nThis 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. \nAll 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.\n\nWorking Conditions:\n\nThis 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.\n\nActual 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. \nBase Pay Range\n$28—$32 USD\nBenefits:\nMercer 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:\nCompany Paid Basic Life & AD&D Insurance\nCompany Paid Short-Term and Long-Term Disability Insurance\nSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\nThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\nKaiser Medical plans available in California\nHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\nTwo comprehensive Dental Plans\nVision Insurance Plan\nDependent Care Savings Account for child and dependent care.\n14 Company Paid Holidays including a full week off at Thanksgiving.\nGenerous paid time off program for vacation and sick days\nEmployee Assistance Plan\nFamily Medical Leave\nPaid Parental Leave (8 weeks)\nMaternity 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.\nAdoption Assistance Reimbursement Program\nCompany 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.\n401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\nPet Insurance\nPersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\nWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\nMercer 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.\nIf you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only.\nFor information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.\nIf you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.\nCCPA Notice at Collection\nIf you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.","description_format":"text","description_chars":8753,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":["Home office","Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management","Personal Finance"],"lifecycle":[{"event":"open","at":"2026-09-23T19:56:47Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":65,"reasons":["conf:0","win:early","comp:junior,brand"],"computed_at":"2026-09-24T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/mercer-advisors-service-operations-associate-dallas-rockwall-and-plano-tx","json_url":"https://alion.io/job/mercer-advisors-service-operations-associate-dallas-rockwall-and-plano-tx.json","meta":{"generated_at":"2026-09-24T13:24:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}