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Mercer Advisors

Service Operations Associate (Walnut Creek, CA)

Mercer Advisors · Walnut Creek

Posted 27 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
27 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 to support the Client Service department. Responsibilities include processing client paperwork, managing service requests, and coordinating with custodians and third-party platforms. The position is non-client facing but is essential for maintaining operational excellence and compliance, with opportunities for career advancement within the operations team.

Our read on this posting3.4out of 5
benefits
5/5
freshness
4/5
career value
4/5
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
  • 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 a plus

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
  • Role requires availability during standard business hours with potential for early or late hours
  • Base pay range is specified but may vary based on several factors
  • Career path is clearly defined but may require additional responsibilities and complexity over time

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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