About this role
Service Operations Associate (Walnut Creek, CA) at Mercer Advisors. Location: Walnut Creek, California, United States. Role: processing paperwork, executing transfers, managing requests Requirements: 2+ years financial services experience; HS diploma (BA preferred); strong MS Word/Excel/Outlook and CRM skills; ability to process paperwork, execute money movements, maintain records, and support compliance. Category: Business Operations Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM, Salesforce Certifications: notary Commitment: Full Time Workplace: Hybrid Languages: English