Service Operations Associate (Sorrento Valley, CA)
Mercer Advisors
- Salary
- $64k - $74k
- Experience
- 2+ yrs
- Location
- San Diego, California, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Salesforce
About the role
High school diploma with bachelor's degree preferred; 2-4 years job-related experience in financial services; strong MS Word, Excel, Outlook; CRM (Salesforce) a plus; notary designation a plus; excellent communication skills.
About Mercer Advisors
Independent U.S. wealth management and financial planning firm serving families and institutional clients as a fiduciary.
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