Charlotte, North Carolina, United States · Hybrid
$27/hr–$31/hr
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax…
Skills: Operational Execution, Client Service, Administrative Support, Money Movement, Account Maintenance
Charlotte, North Carolina, United States · On-site
About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we con…
Skills: Vehicle logistics, Inventory management, Quality control, Detailing, Operations management
Charlotte, North Carolina, United States · On-site
$25/hr–$30/hr
As an enthusiastic Restaurant Team Member in our scratch-based kitchen, you will be the ambassador of our locally sourced, made-from-scratch ethos. Your role is pivotal in providing a top-notch guest experience by servin…
Skills: Guest Service, Culinary Knowledge, Verbal Communication, Problem Solving, Team Collaboration
Charlotte, North Carolina, United States · On-site
$23/hr–$25/hr
7:30am-4:00pm/Monday-Friday When joining our Supply Chain team, you can feel right away that people are at the heart of what we do. You’ll be surrounded by a team who is looking to make an impact on our customers, our co…
Skills: Delivery Driving, Route Planning, Customer Support, Safety Compliance, Vehicle Inspection
Charlotte, North Carolina, United States · On-site
$17/hr–$19/hr
About Us: Meduit is a national leader in healthcare revenue cycle management, supporting hospitals and physician practices in 48 states. We focus on optimizing payments, allowing clients to focus on patient care, and pri…
Skills: Customer service, Communication, Problem-solving, Teamwork, Time management
Charlotte, North Carolina, United States · On-site
$16/hr–$18/hr
About Us: Meduit is a national leader in healthcare revenue cycle management, supporting hospitals and physician practices in 48 states. We focus on optimizing payments, allowing clients to focus on patient care, and pri…
Skills: Customer service, Communication, Problem-solving, Teamwork, Time management
Charlotte, North Carolina, United States · On-site
Independence Mazda is seeking a dependable, full-time Parts Driver to join our team. In this role, you will be responsible for delivering parts to wholesale customers, picking up inventory, and ensuring our service depar…
Skills: Delivery, Inventory management, Customer service, Communication, GPS navigation
Charlotte, North Carolina, United States · On-site
We are looking for Car Wash Attendants who take pride in their work and drive customer satisfaction. If this is, you and you’re ready for your next destination then you have cruised to the right spot! The wage for this p…
Skills: Vehicle maintenance, Vehicle cleaning, Fueling, Fluid inspection, Vehicle transport
Marriott International Hotels, Inc.Charlotte, North Carolina, United States · On-site
POSITION SUMMARY Our jobs aren’t just about putting food on the table that our guests will enjoy until they ask for their bill. Instead, we want to build an experience that is memorable and unique – with food and drinks …
Skills: Customer service, Food and beverage service, Communication, Table setting, Kitchen coordination
Marriott International Hotels, Inc.Charlotte, North Carolina, United States · On-site
POSITION SUMMARY Complete opening and closing duties including setting up necessary supplies and tools, cleaning all equipment and areas, locking doors, etc. Set up, stock, and maintain work areas. Input orders into cash…
Skills: Customer Service, Cash Handling, Food Preparation, Coffee Preparation, Cleaning
Charlotte, North Carolina, United States · On-site
$12/hr–$14/hr
Benefits: The backing of experienced, founder-led leadership Cross-training and skill-building across store operations Support from a dedicated admin team Real advancement opportunities within our network of nearly 30 lo…
Skills: Retail operations, Customer service, Inventory management, Cash handling, Merchandising
Charlotte, North Carolina, United States · On-site
$12/hr–$14/hr
Benefits: 30% employee discount advancement opportunity 401(k) matching Flexible schedule Health insurance Parental leave What is Uptown? Uptown Cheapskate is rooted in sustainable fashion, upcycling, and helping the env…
Skills: Customer service, Retail sales, Merchandising, Cash handling, Inventory organization
Mirpuri Group USA - PANDORA Jewelry DivisionCharlotte, North Carolina, United States · On-site
$12/hr–$15/hr
Pandora @ South Park Mall, NC As the largest jewellery brand in the world, we a give a voice to millions of people’s loves every day. Our beautiful products empower people all around the world to express themselves. We a…
Skills: Sales, Customer service, Product knowledge, Communication, Retail operations
Mirpuri Group USA - PANDORA Jewelry DivisionCharlotte, North Carolina, United States · On-site
Pandora @ Charlotte Premium Outlets Como la marca de joyería más grande del mundo, damos voz a los amores de millones de personas todos los días. Nuestros hermosos productos empoderan a personas de todo el mundo para que…
Skills: Sales, Customer Engagement, Product Knowledge, Communication Skills, Brand Ambassadorship
Charlotte, North Carolina, United States · On-site
$194/hr–$195/hr
Requisition ID: 263450 Locations: University City; Charlotte Pay Range $194.00 - $195.00 Daily, + mileage reimbursement Schedule: 5am - 6am start time until completion of the route; must be able to work weekends. 2 days …
Skills: Merchandising, Customer service, Inventory management, Product rotation, Communication
Charlotte, North Carolina, United States · On-site
We are hiring immediately for a full time SERVICE TECHNICIAN position. Location: Canteen - 3112 Horseshoe Lane, Charlotte, NC 28208. Note: online applications accepted only. Schedule: Full time schedule. Monday through F…
Skills: Vending Machine Repair, Equipment Installation, Mechanical Troubleshooting, Hand Tool Operation, Customer Service
Charlotte, North Carolina, United States · On-site
$17/hr–$18/hr
We are hiring immediately for full and part time CATERING ATTENDANT positions. Location: Bank of America - 401 North Tryon Street, Charlotte, NC 28202 Note: online applications accepted only. Schedule: Full and part time…
Skills: Catering, Food Service, Event Setup, Food Safety, Sanitation
Charlotte, North Carolina, United States · On-site
For over 50 years, Charlotte Radiology has been a trusted partner and industry leader in providing expert clinical imaging services and exceptional patient care. Charlotte Radiology serves NC/SC area healthcare providers…
Skills: Customer service, Patient registration, Medical terminology, Administrative support, Scheduling
Visual Comfort & Co.Charlotte, North Carolina, United States · On-site
$65k–$70k/yr
Who we are: Visual Comfort & Co. is the premier resource for decorative and architectural lighting, ceiling fans, system controls and automated shading solutions from the most influential designers in the world. We are p…
Skills: Sales, Client service, Project design, Lighting design, Account management
Charlotte, North Carolina, United States · On-site
Position: Stadium Renovation Center & Hospitality Coordinator Department: Sales Reporting Relationship: Reports to Chief of Staff, Revenue Status: Full Time (Non-Exempt) Position Summary The Stadium Renovation Center & H…
Skills: Customer Service, Hospitality, Administrative Support, Front Desk Operations, Event Coordination
Charlotte, North Carolina, United States • Hybrid
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The Service Operations Associate is responsible for executing administrative and transactional functions, including money movement and account maintenance, to support firm service delivery. They act as a liaison with custodians and internal teams to ensure operational excellence and regulatory compliance.
Candidates must have two to four years of experience in the financial services industry and a high school diploma, with a bachelor's degree highly preferred. Proficiency in Microsoft Office and CRM systems, along with strong communication and organizational skills, is required.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. |
Essential Job Functions for this role include: |
Operational Execution
Custodial & Platform Coordination
Team Collaboration & Support
Quality Assurance & Continuous Improvement
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This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
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This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. |
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
A family office for your family.
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US
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