Relationship Associate, Institutional Client Relations

Relationship Associate, Institutional Client Relations

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction - supporting over 11,500 deals worth more than $2.1 trillion along the way.

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan-agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end-to-end system that helps even the most complex deals cross the finish line.

We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.

If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk.

A few benefits our employees enjoy:

• Day-one coverage: medical, dental, and vision plans so you're protected from the start
• A 401(k) with a 4% company match to keep your future on track
• Discretionary time off - take the time you need, when you need it
• Employer-paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre-tax plans for dependent care, transportation, and flexible spending

Position Summary

SRS Acquiom is seeking a client relations professional to join the Institutional Client Relations (ICR) team as a Relationship Associate. SRS Acquiom serves as the post-closing shareholders' representative with respect to mergers/acquisitions of privately held companies in the United States and abroad. The Relationship Associate will be the primary administrative contact with key clients including venture capital and private equity investors, company founders, and top-level executives, throughout the deal's life cycle. This position requires outstanding professional written and verbal communication skills.

Location: This is either a fully remote role in the Continental U.S., or a hybrid position based in our Denver, CO office. If Remote, in-person visits to the Denver headquarters are required up to three times per year.

Compensation: The salary range for this position is between $75k and $90k, depending on experience level.

Primary Responsibilities

• Convey complex M&A deal information in quick and concise manner
• Keep clients apprised of post-closing events and milestones and facilitate contact with other professional teams at SRSA when appropriate
• Investigate and respond to client requests by researching internal NetSuite database and deal documents including complex waterfall spreadsheets, and by communicating with internal teams
• Administrative tasks including but not limited to arranging payment of invoices and disseminating certain reports and documentation
• Liaison with other deal parties, legal counsel, and third-party advisors
• Track status of significant number (>250) of M&A transactions during post-closing period
• Provide timely and excellent customer service to clients to ensure all have an exceptional experience
• Use judgement, interpretation and problem-solving to understand deal related information
• Professionally communicate and collaborate with internal groups
• Comprehend internal processes and procedures while maintaining internal controls
• Perform other related duties as assigned or requested

Required Qualifications & Skills

• Bachelor's degree in finance, accounting, economics, or operations (or commensurate work experience) required
• 2-5 years of work experience in finance, law, or bank operations
• Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach
• Confidence in working with professional, high-income clients based in the United States and abroad
• Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
• Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
• Deadline-driven and highly organized with exceptional attention to detail
• Proven problem-solving and analytical skills
• Proven ability to collaborate with management and team members to align goals and complete all tasks
• Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties

Desired Characteristics

• Exposure to the mergers and acquisitions (M&A) industry or related financial services
• Experience in a fast-paced, client-facing position working with high-income individuals
• Experience with NetSuite
• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with highest integrity and attention to detail
• Passionate about efficient, scalable business processes

Physical Requirements/Special Demands

• Must be available to work standard business hours, with occasional nights/weekends

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

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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.