SRS Acquiom · 13 hours ago
Client Services Liaison
United States
Full-time
Remote
Entry, Mid Level
$27.40/hr - $28.85/hr
2+ years expSRS Acquiom is a leader in financial services technology, specializing in M&A and loan agency transactions. They are currently seeking a Client Services Liaison who will manage communications with shareholders, provide exceptional service throughout the deal process, and ensure effective problem resolution in a fast-paced environment.
Developer PlatformFinancial ServicesFinTechInformation Services
No H1B
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 throughout 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 the Sales, Compliance, Claims, and Operations teams as needed, with a solutions-focused approach
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 bring them to their manager's attention in a timely manner
Suggest new and more efficient processes and assist in the 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
Qualification
Required
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 an added benefit, but not required
Preferred
Positive attitude
Collaborative
Operates with the highest integrity and attention to detail
Self-motivated
Ability to prioritize and multitask
High attention to detail, accuracy, and thoroughness
Must be able to send error-free communications
Benefits
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
Company
SRS Acquiom
SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6M2018-11-13Acquired
2014-08-14Series A· $6M
Leadership Team
Paul Koenig
Founder and CEO
Mark Vogel
Co-Founder and Executive Chairman
Recent News
2026-01-23
AltAssets Private Equity News
2026-01-23
Company data provided by crunchbase