New Onboarding Specialist Role

1 week ago


Denver, Colorado, United States SRS Acquiom Full time
About the Opportunity

SRS Acquiom is a pioneering force in financial services technology, revolutionizing the way mergers and acquisitions deals are executed. As an Onboarding Associate, you will play a critical role in overseeing the onboarding process of new M&A deals, ensuring seamless integration with our Shareholder Representative Services product.

This position requires exceptional communication and analytical skills to effectively interact with sell- or buy-side M&A attorneys, clients, and internal teams. You will be responsible for wire callback verification, tracking transactions, executing agreements, and onboarding new deals by collecting and uploading M&A documents into our system of record.

The ideal candidate will possess 2-3 years of experience in the financial industry, with a strong understanding of Microsoft Office (Excel, Word) and NetSuite. A Bachelor's Degree is preferred, but equivalent combinations of education, training, and experience will be considered.

Key responsibilities include:

  • Acting as the primary point of contact for deal onboarding inquiries
  • Communicating effectively with internal groups to ensure fees and wires are routed appropriately
  • Assisting with executing agreements and onboarding new deals
  • Tracking all pending and closed transactions

We offer a competitive salary range of $57,000 - $72,500 per year, depending on level of experience. Benefits include comprehensive benefit plans, 401(k) matching, discretionary time off, fitness credit, pre-tax plans, transportation reimbursement, and benefits reimbursement.

This role can be located in CO, MN, NC, or fully remote. If you're a motivated, detail-oriented individual with excellent communication and analytical skills, we encourage you to apply.



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