Relationship Associate I

About SRS Acquiom   

SRS Acquiom is a leading disruptor in the financial services technology space, redefining the way M&A and loan agency deals get done.

Since 2007, we’ve brought unmatched expertise, insight, and innovation to solve the issues that slow complex financial transactions down.

Today, we deliver a unified system of solutions — virtual data rooms, escrow & payment administration, shareholder representation, and loan agency services — that work effortlessly on their own and fit seamlessly together.

Our unique combination of disruptive tech and expert team has become the go-to solution for many of the largest and most successful companies in the global M&A and loan agency markets.

If you’re looking to join an entrepreneurial culture in an established company with a track record of consistent growth, profitability, and innovation, we want to hear from you!

A few benefits our employees enjoy

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Discretionary bonus incentive
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement for qualified positions
• Benefits reimbursement

Relationship Associate I Position Summary 

SRS Acquiom is currently recruiting for an experienced Relationship Associate to handle the pre-closing and post-closing administration of M&A escrow, payment, and pre-closing solicitation transactions. This individual will work directly with a Relationship Manager on transactions and will be required to interact with outside counsel, company principals and internal partners (operations, compliance, legal etc.) to onboard new escrow and payment administration appointments and administer the deals post- closing to ensure compliance with the governing documents. They will be the primary contact for all participants in the M&A escrow and payment transaction. Additionally, the Relationship Associate with have the primary role of acting as the bridge between the deal parties and our internal operations and payments teams to ensure those groups are processing the deal correctly. The ideal candidate will be focused on providing an exceptional client experience, have good availability and sense of urgency, can juggle various responsibilities that are time sensitive and be detail oriented. 

This position can be fully remote.

The salary range for this position is between $66k - $77k, depending on level of experience.  

Relationship Associate I Primary Responsibilities  

• Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
• Requests and reviews payment spreadsheets to ensure all relevant information is provided and forwarding the same to internal operations
• Reviews, comments on and finalizes Letters of Transmittal and other solicitation documents to ensure it is compliance with operational procedures.
• Updates deal specifics on Agent’s internal database
• Fields inquiries from corporate principals, buy/sell-side counsel and major shareholders.
• Confirms deal documents are properly accounted for and loaded into internal database (request executed copies of the governing documents, etc.)
• Responsible for tracking all pending and closed transactions
• Opportunity to accompany sales team or Relationship Manager on a sales meeting

Relationship Associate I Required Qualifications & Skills

• Minimum 3-5 years of experience (M&A, banking, or finance helpful)
• Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
• Top notch Customer Service and written communication skills
• Ability to become a subject matter expert in payment processes (e.g., know-your- customer requirements, ACH/wire payment process, etc.)
• Knowledge or ability to quickly learn basics of M&A transactions and be open to coaching or teaching
• Must be able to work within a group, and handle the activities of an administrative assistant
• Ability to project manage and juggle various time sensitive tasks.
• NetSuite experience highly preferred, but not required

Relationship Associate I Desired Characteristics

• Self-motivated
• Intellectually curious, receptive to feedback and teaching
• Collaborative
• Ability to explain complex ideas in a simplified manner
• Attention to detail, even in fast paced environment
• Ability to prioritize and multi-task across many projects

Relationship Associate I Physical Requirements/Special Demands

• Must be available to work standard business hours, and occasional nights/weekends including occasionally checking email during off hours.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc.  assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.