Virginia Rutland
Service Operations Associate @Mercer Advisors
Signup · Get unlimited contacts
WORK HISTORY
Service Operations Associate @Mercer Advisors
Atlanta, GA, US
Service Operations Associate | Mercer Advisors-Serves as a key operational resource within the Client Service department, supporting the firm’s service delivery through administrative and transactional execution-Processes client service requests through a centralized workflow, ensuring timely and accurate completion of tasks-Handles operational activities including documentation processing, money movement, account maintenance, and coordination with custodians-Partners with Relationship Managers and Wealth Advisors to support the client experience by managing behind-the-scenes operational execution-Maintains high standards of operational accuracy, regulatory compliance, and service consistency across client accounts-Contributes to an efficient service model that supports advisors and enhances the overall client service experience.
EDUCATION
Auburn University College of Human Sciences
Hospitality Administration/Management
ABOUT VIRGINIA RUTLAND
Client Services and Operations Professional
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.