Client Services Liaison

SRS Acquiom

Client Services Liaison supporting stakeholders with M&A transactions at SRS Acquiom. Managing communications and providing analytical insights with a focus on client satisfaction.

Posted 5/28/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $27 - $29 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

customer servicecase managementproblem resolutionprocess improvementdata analysisSLA compliancerelationship managementcommunication skillsattention to detailmass communication

Soft Skills

professionalismtimelinesseffective communicationsolutions-focused approachproactive serviceorganizational skillsinterpersonal skillsadaptabilityteam coordinationclient satisfaction

Tools & Technologies

NetSuiteMicrosoft OfficeExcelWordinternal case management systemcall center systemsemail communication toolsCRM softwarecommunication platformsmass-distribution tools

Industry Keywords

financial industryhigh net worth individualsclient correspondenceescalation managementaudit compliancecompany policiescustomer satisfactiondeal processstakeholder communicationbusiness administration

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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