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Mercer Advisors

Service Operations Associate (Westport, CT)

Mercer Advisors · Westport

Posted 13 days ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
13 days
Mercer Advisors's roles stay open a median of 45 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
52 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

The Service Operations Associate I role at Mercer Advisors involves executing administrative and transactional functions that support the Client Service department. This includes processing client paperwork, managing service requests, coordinating with custodians, and collaborating with internal teams to ensure operational excellence. The position is non-client-facing but plays a crucial role in maintaining service consistency and compliance, with opportunities for career advancement within the operations function.

Our read on this posting3.2out of 5
benefits
5/5
freshness
4/5
career value
3/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • High School diploma; Bachelor's degree highly preferred
  • 2-4 years of job-related experience in the financial services industry
  • Prior experience in an office environment with a customer service focus
  • Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail
  • Excellent verbal and written communication skills
  • Strong skills in MS Word, Excel, and Outlook; prior use of CRM system (Salesforce) a plus

Nice to have

  • Notary designation

What you get

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan

Worth weighing

  • Non-client-facing role may limit direct client interaction experience
  • Career path to higher positions is clear but may require additional responsibilities and complexity
  • Standard business hours with potential for early or late hours to meet business needs

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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