Relationship Associate, Institutional Client Relations
SRS Acquiom
•$75,000 - $90,000•Hybrid
About The Position
SRS Acquiom is seeking a client relations professional to join the Institutional Client Relations (ICR) team as a Relationship Associate. SRS Acquiom serves as the post-closing shareholders’ representative with respect to mergers/acquisitions of privately held companies in the United States and abroad. The Relationship Associate will be the primary administrative contact with key clients including venture capital and private equity investors, company founders, and top-level executives, throughout the deal’s life cycle. This position requires outstanding professional written and verbal communication skills.
Requirements
- Bachelor’s degree in finance, accounting, economics, or operations (or commensurate work experience) required
- 2-5 years of work experience in finance, law, or bank operations
- Strong interpersonal skills, good judgement and intuition, and the ability to communicate with external and internal parties in a responsive, friendly, professional, and proactive approach
- Confidence in working with professional, high-income clients based in the United States and abroad
- Ability to independently research, analyze, and resolve complex problems and quickly learn new concepts
- Strong drive to achieve results and the ability to self-motivate in the face of multiple priorities while managing time efficiently
- Deadline-driven and highly organized with exceptional attention to detail
- Proven problem-solving and analytical skills
- Proven ability to collaborate with management and team members to align goals and complete all tasks
- Demonstrate integrity in day-to-day administration of duties and all interactions with internal and external parties
Nice To Haves
- Exposure to the mergers and acquisitions (M&A) industry or related financial services
- Experience in a fast-paced, client-facing position working with high-income individuals
- Experience with NetSuite
- Self-motivated
- Intellectually curious
- Collaborative
- Amiable
- Operates with highest integrity and attention to detail
- Passionate about efficient, scalable business processes
Responsibilities
- Convey complex M&A deal information in quick and concise manner
- Keep clients apprised of post-closing events and milestones and facilitate contact with other professional teams at SRSA when appropriate
- Investigate and respond to client requests by researching internal NetSuite database and deal documents including complex waterfall spreadsheets, and by communicating with internal teams
- Administrative tasks including but not limited to arranging payment of invoices and disseminating certain reports and documentation
- Liaison with other deal parties, legal counsel, and third-party advisors
- Track status of significant number (>250) of M&A transactions during post-closing period
- Provide timely and excellent customer service to clients to ensure all have an exceptional experience
- Use judgement, interpretation and problem-solving to understand deal related information
- Professionally communicate and collaborate with internal groups
- Comprehend internal processes and procedures while maintaining internal controls
- Perform other related duties as assigned or requested
Benefits
- Day‑one coverage: medical, dental, and vision plans
- A 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
- A fitness credit
- Pre‑tax plans for dependent care, transportation, and flexible spending
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
