Manager, Client Services

SRS Acquiom

8h•$90,000 - $100,000•Remote

About The Position

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.

Requirements

Bachelor’s degree in business or related field required; or equivalent combination of education, training, and experience
1-3 years of operational management experience including direct supervisory oversight preferred.
Previous experience managing multiple tasks that require a high level of attention to detail in a busy office environment.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Advanced knowledge of Microsoft Office Suite
Experience using and training staff to use sophisticated CRM systems, such as NetSuite.

Nice To Haves

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

Responsibilities

Effectively handle and diffuse escalated issues.
Knowledge of company structure to ensure proper internal escalations.
Build and maintain rapport within and between teams that work directly with Client Support. This includes, but is not limited to Compliance, Claims, Releases, Imports, Relationship Managers and Associates, Professional Service Group, and Business Analysts.
Manage daily department functions and recommend ways to improve the existing processes, eliminate stop gaps and improve accuracy that include a partnership with the Senior Director of Client Services.
Maintain department training materials, Knowledge Bank, such that all Support Liaisons have a resource available to them on a regular basis.
Interpret complex excel spreadsheets and guidelines for accurate responses to shareholder questions.
Assist in reporting and tracking Client Services Statistics.
Actively participate in staff recruitment.
Implement written and verbal performance reviews, motivating and rewarding those members who seek ways to improve current procedures, correcting performance issues and terminating ineffective staff members.
Effective management of direct reports including coaching, case reviews, corrections, audits and consistent one on ones with direct reports.
Coordinating team schedule(s) and approving time off, timecards, and team expenses.