About this role
Service Operations Associate I (Dallas / Plano, TX) at Mercer Advisors. Location: Dallas or Plano. Role: processing paperwork, executing transfers, coordinating custodians Requirements: High school diploma (Bachelor's preferred),2–4 years financial services experience, strong attention to detail, MS Word/Excel/Outlook and CRM experience, ability to prioritize and communicate effectively. Category: Business Operations Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM, Salesforce Certifications: notary Commitment: Full Time Workplace: Hybrid Languages: English