Onboarding Associate

SRS Acquiom

Onboarding Associate overseeing onboarding processes for M&A transactions at SRS Acquiom. Communicating effectively with stakeholders and managing client support tasks.

Posted 7/9/2026full-time🇺🇸 United StatesJuniorMid-Level💰 $31 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in M&A deal onboarding, including effective communication with attorneys, attention to detail in transaction tracking, and strong analytical skills for reporting and reconciliation. Proficient in managing multiple time-sensitive tasks while maintaining confidentiality and integrity.

Highest-signal resume keywords

M&A Deal OnboardingWire Callback VerificationMicrosoft Office (Excel, Word)Analytical SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

M&A DocumentationTransaction TrackingReconciliationFee CollectionAgreement Execution

Soft Skills

Effective CommunicationOrganizational SkillsProblem-SolvingTeam CollaborationTime Management

Tools & Technologies

NetSuiteSystem of Record

Industry Keywords

Financial IndustryPost-Closing Follow-UpsConfidentialityFast-Paced EnvironmentAdministrative Duties

About the role

Key responsibilities & impact

Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
Communicate effectively and in a timely manner with sell or buy-side M&A attorneys for post-closing follow-ups for various internal groups
Perform wire callback verification for SRS Acquiom products
Track all pending and closed transactions
Assist with executing agreements
Onboard new deals by collecting M&A documents and materials and uploading them into our system of record
Responsible for collecting fees and funding from the closing of M&A transactions
Timely response to questions from clients regarding accounts and other issues that arise post-close
Facilitate special projects related to onboarding M&A deals
Assist internal teams with closing/closed deal-related tasks as needed
Complete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missed
Compile, analyze and send report to Senior leadership
Collaborate with internal groups to ensure fees and wires are routed appropriately
Other administrative or project-related duties as assigned

Requirements

What you’ll need

2-3 years of experience in the financial industry
Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to M&A Attorneys effectively and in a timely manner
Previous experience 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) is required; NetSuite experience would be an added benefit, but not required
Can work within deadlines and complete work in a timely manner
Takes ownership of issues and follows through to resolution
Can work independently or as part of a team, as the issue requires
Strong attention to detail
Strong analytical and organizational skills
The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
Maintain a high level of confidentiality and integrity.

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