Onboarding Associate

SRS Acquiom • Denver, CO

15h • $31 - $35 • Hybrid

About The Position

SRS Acquiom is recruiting an Onboarding Associate to oversee the onboarding process 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 with clients and attorneys, and documents findings in the internal database. The position requires strong communication, analytical, documentation, and organizational skills, along with motivation, attention to detail, and a strong work ethic.

The position may be hybrid from the Denver, Colorado office or fully remote from 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 in-office day per week is expected beginning September 8, 2026, increasing to two days per week beginning February 1, 2027. Employees living outside that radius are classified as remote and must visit the Denver headquarters about three times per year. The hourly rate is $31.00–$35.00, depending on experience. The role may require irregular hours, including nights, weekends, or after hours, and travel to the Denver corporate office.

Requirements

• 2–3 years of experience in the financial industry.
• Excellent written and oral communication skills, including the ability to explain complex aspects of a deal to M&A attorneys effectively and promptly.
• Experience prioritizing multiple tasks requiring strong 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.
• Ability to take ownership of issues and follow through to resolution.
• Ability to work independently or as part of a team, as needed.
• Strong attention to detail.
• Strong analytical and organizational skills.
• Ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment.
• Ability to maintain a high level of confidentiality and integrity.
• Legally authorized to work in the United States without the need for current or future visa sponsorship.
• Ability to work irregular hours, such as nights, weekends, or after hours, may be required.
• Ability to travel to the corporate office in Denver, Colorado.
• Ability to operate standard office productivity machinery and equipment, including a phone, computer or laptop, mouse, and keyboard.

Nice To Haves

• Bachelor’s degree, or an equivalent combination of education, training, and experience.
• 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

• Serve 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.
• Collect M&A documents and materials for new deals and upload them to 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-related tasks as needed.
• Complete full reconciliations by reviewing the system of record against reporting to ensure no task is 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.

Benefits

• Medical, dental, and vision plans with day-one coverage.
• 401(k) with a 4% company match.
• Discretionary time off.
• Employer-paid life insurance, with the option to add extra coverage.
• Employee Assistance Programs.
• Discounted pet insurance.
• Fitness credit.
• Pre-tax plans for dependent care, transportation, and flexible spending.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed