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Client Service Liaison

SRS Acquiom Denver, CO

  • Posted: over a month ago
  • $26 to $29 Hourly
  • Full-Time
  • Benefits: 401k, dental, medical, vision,
Job Description

About SRS Acquiom:

At SRS Acquiom, our focus is on simplifying complex transactions in M&A and in the Loan Agency markets. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, borrowers, lenders, and counsel. Our top-tier team has supported more than 4,000 deals including high-profile transactions such as Google’s acquisition of Nest, Facebook’s acquisition of Oculus and Yahoo’s acquisition of Tumblr. We are looking for extraordinary people to help drive our continued success.  If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!  

If interested in this opportunity, please apply on-line at https://www.srsacquiom.com/careers/

Position Summary:

SRS Acquiom is currently searching for a Client Services Liaison to support our Sales, Operations, Payments, and Customer Support teams as we continue to build an unparalleled customer service platform and experience. This position needs someone who can work independently and as part of a team, and who balance shareholder, calls, emails as well as other operational tasks in a fast-paced environment.

The ideal candidate is able to communicate effectively with a broad range of people ranging from Major Shareholders and VIPs to individual shareholders who may not be familiar with the post-closing process. This position requires fielding complex analytical questions across business lines and being able to effectively and professionally communicate and document findings in the internal database. This position requires a motivated, detail oriented, individual with a strong work ethic. This person should have excellent oral and written communication, analysis, and documentation skills.  Currently this role is remote due to pandemic but headquartered in Denver, CO.  The base pay range for this position is $26.44-$28.85 per hour depending on level of experience.

 

Primary Responsibilities:

  • Manage and take ownership of communications and problem resolution for 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 service to all Shareholders through the Sales, Closing and Post Closing process; work with Sales, Deal Intake, and Operations teams.
  • Understand the relationship challenges with each deal and exceed service expectations for all stakeholders.
  • Suggest new and more efficient processes and assist in design and implementation of improvements that will lead to a higher level of customer satisfaction.
  • Coordinate the distribution of monthly client statements, periodic correspondence and ad-hoc communications.
  • Assist with the preparation of mass-­distributed client correspondence.
  • Assist with operational tasks related to Shareholder documentation.
  • Maintain and proactively manage the internal case management system; identify common issues and bring to product developments attention in a timely manner.
  • Comply with all applicable company policies and procedures to meet company standards, ensuring a consistent and quality experience for all clients.

 Required Qualifications & Skills:

  • Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
  • 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
  • Proven experience and ability to create meaningful relationships with Clients that leads to repeat business
  • Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to Shareholders effectively and timely in a professional manner
  • Previous experience 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.

Desired Characteristics:  

  • Self-motivated
  • Intellectually curious
  • Collaborative
  • Amiable
  • Operates with highest integrity and attention to detail
  • Passionate about efficient, scalable business processes
  • Ability to prioritize and multi-task across many projects

A few benefits our employees enjoy:

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

Physical Requirements/Special Demands:

  • Must be available to work standard business hours, and occasional nights/weekends. 
  • Must be able to spend large amounts of time standing or walking around office and between floors.

 

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.

Company Description
At SRS Acquiom, our focus is on simplifying complex transactions in M&A and in the Loan Agency markets. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, borrowers, lenders, and counsel. Our top-tier team has supported more than 4,000 deals including high-profile transactions such as Google’s acquisition of Nest, Facebook’s acquisition of Oculus and Yahoo’s acquisition of Tumblr. We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!

SRS Acquiom

Why Work Here?
Awesome CEO, great benefits, and opportunities for growth!

At SRS Acquiom, our focus is on simplifying complex transactions in M&A and in the Loan Agency markets. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, borrowers, lenders, and counsel. Our top-tier team has supported more than 4,000 deals including high-profile transactions such as Google’s acquisition of Nest, Facebook’s acquisition of Oculus and Yahoo’s acquisition of Tumblr. We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!

Address

Denver, CO
USA

Industry

Business

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