Client Services Manager

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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

• Overseeing the daily workflows and operations of the Client Services team • Ensuring shareholders and internal team members have accurate, timely information • Delivering an exceptional client experience • Effectively handling and diffusing escalated issues • Building and maintaining rapport within and between teams that work directly with Client Support • Managing daily department functions and recommending ways to improve processes • Maintaining department training materials and Knowledge Bank • Interpreting complex excel spreadsheets and guidelines for accurate responses • Assisting in reporting and tracking Client Services Statistics • Actively participating in staff recruitment • Implementing performance reviews and coaching direct reports • Coordinating team schedule(s) and approving time off, timecards, and team expenses

🎯 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.

🏖️ 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