M&A Relationship & Escrow Specialist

SRS Acquiom; Denver (CO); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Day‑one medical, dental, and vision

401(k) with 4% match

Discretionary time off

Employer‑paid life insurance

Employee Assistance Programs

Pet insurance discount

Fitness credit

Pre‑tax plans for dependent care, etc.

Job summary

SRS Acquiom in Denver, CO is seeking a Relationship Associate to handle pre-closing and post-closing administration of M&A escrow and payment transactions. You will work directly with Relationship Managers, interact with outside counsel, principals, and internal partners to onboard new appointments and administer deals post-closing to ensure compliance.

The role emphasizes exceptional client experience, strong availability, urgency, and detail orientation, with hybrid or remote options within

Qualifications

• Minimum 3–5 years of experience in M&A, banking, or finance.
• 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 payments).
• Knowledge or ability to quickly learn the basics of M&A transactions and accept coaching.

Responsibilities

• Coordinate with operations and payments departments to solicit and distribute proceeds to shareholders.
• Review payment spreadsheets and forward to internal operations.
• Review and finalize Letters of Transmittal and other solicitation documents.
• Update deal specifics in the internal database.
• Handle inquiries from principals, counsel, and shareholders.
• Ensure governed documents are loaded into the system.
• Track all pending and closed transactions.
• Potentially accompany the sales team on meetings.

Skills

Customer service

Written communication

Subject matter expert (payments)

M&A knowledge

Time management

Project management

NetSuite experience

Education

Bachelor’s Degree preferred

Tools

NetSuite

Job description

SRS Acquiom in Denver, CO is seeking a Relationship Associate to handle pre-closing and post-closing administration of M&A escrow and payment transactions. You will work directly with Relationship Managers, interact with outside counsel, principals, and internal partners to onboard new appointments and administer deals post-closing to ensure compliance.

The role emphasizes exceptional client experience, strong availability, urgency, and detail orientation, with hybrid or remote options within