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Client Relations Specialist

2 months 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 consistent growth, profitability, and pioneering 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 includes virtual data rooms, escrow services, payment administration, shareholder representation, and acting as administrative and collateral agents.

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

Over the past 15 years, SRS Acquiom has facilitated over 8,200 deals with an aggregate value of $1.4 trillion, including notable transactions involving major corporations.

We are in search of remarkable individuals to contribute to our ongoing success. If you are eager to join a dynamic, entrepreneurial environment within a well-established company, we would like to hear from you.

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 strong communication skills, effectively engaging with a diverse range of stakeholders, from major shareholders and VIPs to individual shareholders who may be unfamiliar with the post-closing process.

Key Responsibilities

  • Develop a comprehensive understanding of our system of record (NetSuite) and how records interrelate.
  • Manage and resolve shareholder inquiries through various communication channels.
  • Set clear expectations for shareholders and maintain open lines of communication throughout their experience.
  • Deliver exceptional service to all shareholders during the entire deal process.
  • Identify when escalations are necessary and coordinate responses with relevant teams.
  • Prepare and distribute client correspondence.
  • Maintain and manage the internal case management system, highlighting 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.
  • Coordinate communication with external third parties as needed.
  • Audit the work of liaisons to ensure accuracy and adherence to company policies.
  • Fulfill additional duties and projects as assigned.

Qualifications
The successful candidate will possess:

  • 2-3 years of customer service experience, preferably with high net worth individuals; 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, with the ability to convey complex information clearly and professionally.
  • 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 effectively.

This position requires availability for specific shifts to ensure adequate phone coverage. The successful candidate must be capable of producing error-free communications.

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 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.