Client Services Liaison

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🕒 May 28

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SRS Acquiom

WebsiteLinkedInAll Job Openings

201 - 500 employees

💰 $6M Series A on 2014-08

SRS Acquiom delivers a smarter way to run deals with solutions that reduce the administrative burden throughout the entire deal lifecycle. Our services include paying and escrow agent services, online document solicitation and reporting, professional shareholder representation, and virtual data rooms. For loan and credit transactions, we provide independent administrative, collateral, and sub-agent services. Since 2007, we have helped sophisticated deal parties reduce administrative drag, enabling them to focus on building great businesses and maximizing value.SRS Acquiom | Elevate Your GainThird-party posts do not reflect the views of SRS Acquiom and have not been reviewed by the firm for completeness or accuracy.

📋 Description

• 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.

🎯 Requirements

• 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 • Graduate of an accredited four-year college or university in Business or related field (Finance, Economics, Maths), or equivalent combination of education, training, and experience • 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

🏖️ 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