Shareholder Services Coordinator

3 weeks ago

Denver, Colorado, United States SRS Acquiom Full time

About SRS Acquiom
SRS Acquiom is a prominent innovator in the financial services technology sector, recognized for its sustained growth, profitability, and cutting-edge solutions.

Founded in 2007, we have significantly transformed the landscape of Mergers and Acquisitions (M&A) and Loan Agency transactions on a global scale.

Our extensive range of services encompasses virtual data rooms, escrow services, payment administration, shareholder representation, and collateral agency functions.

This exceptional platform has established itself as the preferred choice for many of the world’s leading corporations as they navigate and streamline intricate transactions within the global M&A and Loan Agency arenas.

Over the past 15 years, SRS Acquiom has facilitated over 8,200 transactions, amounting to an impressive $1.4 trillion in total value, including notable deals such as Coca Cola Corporation's acquisition of Body Armor and Pfizer's acquisition of ReViral Limited.

We are in search of remarkable individuals to contribute to our ongoing success. If you aspire to be part of a dynamic, entrepreneurial environment within a well-established organization, we encourage you to consider this opportunity.

Employee Benefits
Our employees enjoy a variety of benefits, including:

  • 401(k) plan with 4% matching
  • Discretionary time off
  • Performance-based bonus incentives
  • Fitness reimbursement
  • Multiple pre-tax plans (dependent care, transportation, flexible spending)
  • Transportation reimbursement for eligible roles

Position Overview
SRS Acquiom is currently seeking a Client Services Liaison. This role requires an individual who can operate both independently and collaboratively, managing shareholder communications and various operational tasks in a fast-paced setting.

The ideal candidate will possess the ability to communicate effectively with a diverse range of stakeholders, from major shareholders and VIPs to individual shareholders who may be unfamiliar with the post-closing process.

This position entails addressing complex analytical inquiries across business lines and documenting findings in the internal database with professionalism and clarity.

Key Responsibilities
The Client Services Liaison will:

  • Demonstrate a comprehensive understanding of the system of record (NetSuite) and how records interrelate.
  • Manage and take ownership of communications and problem resolution for shareholders through various channels.
  • Set appropriate expectations for shareholders and maintain clear communication throughout their experience.
  • Provide exceptional service to all shareholders throughout the entire deal process.
  • Identify situations requiring escalation and coordinate responses with relevant teams.
  • Prepare and distribute client correspondence.
  • Maintain and proactively manage the internal case management system, highlighting common issues to management.
  • Propose and assist in implementing process improvements to enhance customer satisfaction.
  • Ensure compliance with internal response times and service level agreements.
  • Coordinate communication with external third parties as necessary.
  • Audit the work of liaisons to ensure accuracy and adherence to company procedures.
  • Comply with all applicable company policies to ensure a consistent and high-quality experience for clients.
  • Perform other duties and projects as assigned.

Qualifications
The ideal candidate will possess:

  • 2-3 years of customer service experience, preferably with high net worth individuals; experience in the financial sector is required.
  • A Bachelor’s Degree in Business or a related field.
  • Proven ability to build meaningful relationships with clients that foster repeat business.
  • Excellent written and verbal communication skills, capable of conveying complex deal aspects to shareholders effectively.
  • Experience managing multiple tasks with a high level of attention to detail in a fast-paced environment.
  • Advanced proficiency in Microsoft Office (Excel, Word) is required; NetSuite experience is a plus.
  • A strong sense of integrity and attention to detail.
  • Self-motivation and the ability to prioritize and multitask.
  • High accuracy and thoroughness in all tasks.

This position requires availability for specific shifts to manage phone coverage. Candidates must be able to communicate clearly and accurately.

This job description is intended to provide a general overview of the responsibilities and qualifications for this role. Duties and responsibilities may evolve or new ones may be assigned as needed.

SRS Acquiom Inc. is committed to assessing qualified individuals without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodations should be directed to Human Resources.

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