Investor Liaison Officer

2 weeks ago

Denver, Colorado, United States SRS Acquiom Full time

About SRS Acquiom
SRS Acquiom stands at the forefront of innovation in the financial services technology sector, boasting a proven history of growth and profitability. Since our inception in 2007, we have revolutionized the execution of Mergers and Acquisitions (M&A) and Loan Agency transactions on a global scale.

Our Services
We provide a robust suite of services, including virtual data rooms, escrow solutions, payment administration, shareholder representation, and administrative and collateral agency services. Our platform is recognized as the preferred choice for many of the world's leading corporations, simplifying complex transactions in the global M&A and Loan Agency landscapes.

Our Impact
Over the past 15 years, SRS Acquiom has facilitated more than 8,200 transactions, amounting to an impressive $1.4 trillion in total value. Our portfolio includes notable deals such as the acquisition of Body Armor by Coca Cola Corporation, Pfizer's purchase of ReViral Limited, and Intel's acquisition of Granulate Cloud Solutions.

Join Our Team
We are seeking exceptional individuals to contribute to our ongoing success. If you are interested in being part of a dynamic, entrepreneurial environment within a well-established organization, we encourage you to explore this opportunity.

Position Overview
The Client Services Liaison role is designed for a candidate who can operate both independently and collaboratively within a team. This position involves managing shareholder communications through calls and emails while handling various operational tasks in a fast-paced setting.

Key Responsibilities
- Develop a comprehensive understanding of our record management system (NetSuite) and how records interrelate.
- Oversee communications and problem resolution for shareholders via multiple channels.
- Set clear expectations for shareholders and maintain open lines of communication throughout their experience.
- Deliver outstanding service to all shareholders during the entire deal process.
- Identify escalation needs and coordinate responses with Sales, Compliance, Claims, and Operations teams.
- Prepare and distribute client correspondence effectively.
- Manage the internal case management system proactively, identifying common issues for timely resolution.
- Propose and assist in implementing process improvements to enhance customer satisfaction.
- Ensure compliance with internal response times and service level agreements (SLAs).
- Facilitate communication with external third parties, such as Paying Agents.
- Audit liaison work to ensure accuracy and adherence to company procedures.
- Uphold all company policies and procedures to guarantee a consistent, high-quality experience for clients.

Qualifications
- 2-3 years of customer service experience, particularly with high-net-worth individuals, is preferred; experience in the financial sector is essential.
- A Bachelor's Degree in Business or a related field.
- Proven ability to cultivate meaningful client relationships that foster repeat business.
- Excellent written and verbal communication skills, capable of conveying complex deal aspects to shareholders in a professional manner.
- Experience managing multiple tasks with high attention to detail in a fast-paced environment.
- Proficiency in Microsoft Office (Excel, Word) is required; knowledge of NetSuite is a plus.
- Strong integrity and attention to detail are essential.
- Self-motivated with the ability to prioritize and multitask effectively.

Work Schedule
Due to operational requirements, candidates must be available to work specific shifts as assigned by the company.

This job description is intended to provide a general overview of the responsibilities and qualifications for the Client Services Liaison position. Duties and responsibilities may evolve, and additional tasks may be assigned as necessary.

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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