merceradvisors

Account Operations Specialist

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At a Glance

Location
Springfield
Experience
1–2 years
Posted
2026-07-16T11:37:46-04:00

Key Requirements

Required Skills

CRMExcel

Domain Knowledge

  • Education
  • Finance

Benefits & Perks

Health Insurance

ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for

Requirements

Financial services industry preferred

Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors

Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability

Understands and consistently demonstrates full commitment to HYA & Mercer Advisors Guiding Principles

Innovative & Change Management

Seeking to learn and apply new approaches and processes.  May begin to identify/suggest process improvements.

Responsibilities

The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests.

This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements.

As an Operations Assistant, you will contribute to the efficiency and effectiveness of MA Brokerage Solutions by supporting day-to-day operations and ensuring a high level of service for internal partners and clients.

You will work in a collaborative, team-oriented environment and develop foundational skills necessary for progression within brokerage operations.

Provide day-to-day operational and administrative support

Process routine transactions such as account updates and maintenance