About this role
Service Operations Associate (Portland, OR) at Mercer Advisors. Location: Portland, Oregon, United States. Role: processing paperwork, executing transfers, managing queue Requirements: 2+ years financial services operations experience; strong MS Word/Excel/Outlook skills; CRM/Salesforce experience helpful; attention to detail, communication, and ability to process client paperwork and money movements. Category: Business Operations Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM, Salesforce Certifications: notary Commitment: Full Time Workplace: Hybrid Languages: English