Client Services Liaison

About SRS Acquiom

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done. 

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets. 

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Discretionary Bonus Incentive
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement
• Benefits reimbursement

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Position Summary

SRS Acquiom is currently recruiting for a Client Services Liaison. This position requires someone who can work independently and as an effective part of a team. This person will have the experience and knowledge required to balance shareholder requests and questions via calls and emails as well as manage ad hoc operational tasks in a fast paced and highly professional, client facing environment.

The ideal candidate is able to communicate professionally and effectively with a broad range of clients, ranging from Major Shareholders and VIPs to individual shareholders who may not be familiar with complexities of the post closing process. 

This position requires fielding complex analytical questions across all our business lines and being able to effectively and professionally communicate and document findings in our internal database. This position requires an internally motivated and detail oriented individual with a strong work ethic and a deep curiosity. The person in this role is required to have excellent oral and written communication, analysis, and documentation skills.

This position can be located in Denver, CO or can be fully remote.

The hourly range for this position is between $27.40/hr and $28.85/hr depending on level of experience.

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Client Services Liaison Primary Responsibilities

· Extensive understanding of system of record systems (for example, NetSuite) and a deep understanding and/or innate curiosity around how differing records can and do interact and relate to each other.

· Manage and take full ownership over the professionalism, timeliness and effectiveness of communications and problem resolutions with shareholders through incoming and outgoing phone calls, email, and other means of communication.

· Set appropriate expectations for shareholders and remain communicative with shareholders through their entire experience.

· Proactively provide exceptional "white glove" service to all Shareholders through the entire deal process.

· Identify situations where escalations are necessary and coordinate responses with Sales, Compliance, Claims and Operations teams as needed with a solutions focus.

· Prepare and deploy mass-distributed client correspondence.

· Maintain and proactively manage an internal case management system; with the expectation that they identify issue trends and brings them to their managers attention in a timely manner.

· Suggest new and more efficient processes and assist in design and implementation of improvements that will lead to a higher level of customer satisfaction.

· Comply with internal response times and SLA’s.

· Coordinate and take ownership of communication with and escalation to external third parties such as Paying Agents.

· Audit completed work of liaisons to ensure accuracy and compliance with company procedures.

· Comply with all applicable company policies and procedures to meet company standards, ensuring a consistent and quality experience for all clients.

· Other duties and projects as assigned.

Client Services Liaison Required Qualifications & Skills

· 2-3 years of Customer Service experience dealing with high net worth individuals preferred; experience in the financial industry required; Call center experience strongly preferred

· Bachelor’s Degree in Business or related field (Finance, Economics, Maths)

· Proven experience and ability to create deeply meaningful and reliable professional relationships with Clients that lead to repeat business

· Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to Shareholders effectively and professionally in a timely manner

· Previous experience working within an SLA environment and is adept at prioritizing multiple tasks that require a high level of attention to detail in a fast paced office environment

· Working to advanced knowledge of Microsoft Office (Excel, Word) required

· NetSuite experience would be added benefit, but not required

Client Services Liaison Desired Characteristics

· Positive attitude

· Collaborative

· Operates with highest integrity and attention to detail

· Self-motivated

· Ability to prioritize and multi-task

· High attention to detail, accuracy and thoroughness

· Must be able to send error free communications

Client Services Liaison Physical Requirements/Special Demands

· In order to manage phone coverage, a shift will be assigned to you based on the company’s current needs. Therefore, you must be available to work the following shift 7:00am-4:00pm (MST)

 

 

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.