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, 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 Operations Specialist provides the daily, ongoing operational support for the Insurance Solutions division of Wealth Solutions, including day-to-day operations, new request management and tracking. The Specialist role will be a key member of the team and will ensure smooth implementation of new procedures and processes. The ideal candidate will be organized, have outstanding attention to detail, have excellent computer proficiency and be a great communicator. The person in this role will be a liaison between various business units and our client service units. We are looking for someone with a passion for client service, processes, and best practices.
Essential Job Functions for the Operations Specialist will include:
- Actively involved in the overall day-to-day operational responsibilities of tracking, reporting, and updating requests in case management systems; ensuring systems and processes are in place and are followed
- Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed
- Partner with Wealth Management Teams to support client service delivery through accurate execution
- Support the ongoing operational initiatives of the team, collaborating and coordinating with other departments and vendors as necessary
- Assist in documenting and refining standard operating procedures (SOPs), assuring accuracy and conveying procedural changes to team members
- Supports department leadership with day-to-day operations/workflow and ensure daily service standards
- Scanning and mailing documents as needed
- Building and fostering effective working relationships with internal and external business partners
- Working independently and with a team, prioritizing and managing several projects, and succeeding in a fast-paced environment
- Other duties as needed
Required Knowledge, Skills and Abilities:
- Bachelor's degree or equivalent experience preferred
- Financial services industry and/or insurance industry experience strongly preferred
- At least 2 years of operational experience. Insurance operations related experience preferred
- Superior organization skill - highly detailed-oriented, strong multi-tasker, excellent follow through, meticulous
- Proficiency with MS office suite
- An unwavering commitment to support Wealth Advisors and the sales process
- Excellent verbal and written communication, interpersonal, and relationship management skills
- Versed in managing internal and external information flows and storage
- Client first attitude including a passion for providing an excellent client experience
- Team player, collaborative and able to work in concert with others
Work Schedule: Day and evening hours as needed
Working Conditions: Professional office environment, daytime and evening hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Application Deadline: The initial deadline for applications is 5/8/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
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.
Benefits:
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:
- 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.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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
Mercer Advisors San Francisco, California, USA Office
San Francisco, United States, 94105
Mercer Advisors Sunnyvale, California, USA Office
Sunnyvale, United States, 94086
Mercer Advisors Walnut Creek, California, USA Office
Walnut Creek, United States, 94596
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