Relationship Associate, Institutional Client Relations Remote - United States

Relationship Associate, Institutional Client Relations About SRS Acquiom 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 10,000 deals worth more than $1.7 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. 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 $75,000 and $90,000, depending on experience level. Primary Responsibilities Convey complex M&A deal information quickly and concisely 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 Perform administrative tasks including arranging payment of invoices and disseminating certain reports and documentation Act as liaison with other deal parties, legal counsel, and third‑party advisors Track status of a significant number (over 250) of M&A transactions during the post‑closing period Provide timely and excellent customer service to ensure all clients have an exceptional experience Use judgment, interpretation, and problem‑solving to understand deal‑related information Communicate professionally 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 judgment 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 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 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 and weekends Visa and Sponsorship 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. Equal Employment Opportunity With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to 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. #J-18808-Ljbffr