Onboarding Associate

SRS Acquiom•Denver, CO

1d•Hybrid

About The Position

SRS Acquiom is hiring an Onboarding Associate to oversee onboarding for new M&A transactions and develop and maintain processes for client communication and support. Reporting to the Senior Director, Contract Administration, this role fields complex analytical questions across business lines, communicates professionally with clients and attorneys, and documents findings in the internal database. The position calls for a motivated, detail-oriented person with strong communication, analytical, and documentation skills. The role may be hybrid from the Denver, Colorado office or fully remote within the continental United States. Employees must work standard hours in Mountain Time. Employees living within 20 miles of the downtown Denver office are classified as hybrid: one office day per week is expected beginning September 8, 2026, increasing to two days per week beginning February 1, 2027. Employees living farther away are classified as remote and must visit the Denver headquarters approximately three times per year. The hourly rate is $31.00–$35.00, depending on experience.

Requirements

2–3 years of experience in the financial industry.
Bachelor’s degree preferred, or an equivalent combination of education, training, and experience.
Excellent written and oral communication skills, including the ability to explain complex deal matters effectively and promptly to M&A attorneys.
Experience prioritizing multiple tasks requiring a high level of attention to detail in a fast-paced office environment.
Working to advanced knowledge of Microsoft Office, including Excel and Word.
Ability to meet deadlines and complete work in a timely manner.
Takes ownership of issues and follows through to resolution.
Ability to work independently or as part of a team, depending on the issue.
Strong attention to detail, analytical skills, and organizational skills.
Ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and changing environment.
Ability to maintain confidentiality and integrity.
Legally authorized to work in the United States without current or future visa sponsorship.
Ability to work irregular hours, including nights, weekends, or after-hours, if required.
Ability to travel to the corporate office in Denver, Colorado.
Ability to operate standard office productivity equipment, including a phone, computer or laptop, mouse, and keyboard.

Nice To Haves

NetSuite experience.
Self-motivated and intellectually curious.
Collaborative, amiable, and able to take initiative in learning and applying new skills.
Highly motivated self-starter able to work collaboratively and independently.
Passion for efficient, scalable business processes.
Ability to prioritize and multitask across many projects.

Responsibilities

Act as the primary point of contact for deal-onboarding inquiries related to the Shareholder Representative Services product.
Communicate promptly and effectively with sell-side or buy-side M&A attorneys about post-closing follow-ups for internal groups.
Perform wire callback verification for SRS Acquiom products.
Track pending and closed transactions.
Assist with executing agreements.
Onboard new deals by collecting M&A documents and materials and uploading them into the system of record.
Collect fees and funding from M&A transaction closings.
Respond promptly to client questions about accounts and other post-close issues.
Facilitate special projects related to onboarding M&A deals.
Assist internal teams with closing- and closed-deal tasks as needed.
Complete full reconciliations by reviewing the system of record against reporting to ensure no tasks are missed.
Compile, analyze, and send reports to senior leadership.
Collaborate with internal groups to ensure fees and wires are routed appropriately.
Perform other administrative or project-related duties as assigned.