SRS Acquiom
Client Services Liaison
Remote - United States
Sponsorship not specifiedDetected 8 days ago
CRMOutbound SalesExcelM&ACustomer SupportResearchCommunicationMicrosoft OfficeNetSuite
About the role
- The successful candidate will be motivated, detail-oriented, and client-focused, with strong oral and written communication, analytical, and documentation skills.
- Identify situations requiring escalation and coordinate timely, effective responses with the appropriate internal teams.
Responsibilities
- Maintain an extensive understanding of the system of record (NetSuite), including how records interact and relate to one another.
- Manage and take ownership of shareholder communications and issue resolution through inbound and outbound phone calls, email, and other communication channels.
- Deliver exceptional shareholder service by setting clear expectations and maintaining proactive, consistent communication throughout the client experience.
- Research and review M&A transaction documents containing legal and transactional language to identify key details, summarize information clearly, and support a smooth, accurate, and responsive shareholder experience.
- Investigate, replicate, and document platform defects and user-reported issues to support root cause analysis and timely resolution.
- Review system-generated alerts, error messages, and case notes to identify trends, escalate recurring issues, and partner with internal teams on corrective actions.
- Maintain and proactively manage the internal case management system, identify common issues, and elevate trends or concerns to management in a timely manner.
- Identify opportunities to improve processes and support the design and implementation of enhancements that increase efficiency and improve the client experience.
- Manage communication with external parties as needed, ensuring timely coordination, clear updates, and consistent follow-up through resolution.
- Ensure accuracy and adherence to company procedures by thoroughly reviewing work, following established processes, and maintaining compliance with internal standards to support a consistent and high-quality client experience.
Requirements
- Bachelor's degree or equivalent experience and/or training
- Required Qualifications & Skills
- Intermediate to advanced proficiency in Microsoft Office, including Excel and Word; NetSuite experience is preferred but not required.
Compensation
- The hourly range for this position is between $28.85 - $30.00 depending on experience level
Benefits
- Day‑one coverage: medical, dental, and vision plans so you're protected from the start
- 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
- A fitness credit to back your health and wellness goals
- Pre‑tax plans for dependent care, transportation, and flexible spending
- Financial services industry experience and/or equivalent education alignment
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This listing is sourced directly from SRS Acquiom's careers page and normalized into a canonical job model.