Onboarding Associate

SRS Acquiom Inc.; Denver (CO); Hybrid; USD 43,000 - 48,000; 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 Program

Pet insurance option

Fitness credit

Pre-tax plans for dependent care,运输,和灵

Job summary

SRS Acquiom Inc. is seeking an Onboarding Associate to oversee the onboarding process for new M&A transactions. Reporting to the Senior Director, Contract Administration, the role emphasizes clear client communication, data maintenance, and meticulous documentation.

This position can be hybrid from our Denver, CO office or fully remote within the continental United States. You will work Mountain Time hours and collaborate across deal teams to ensure accurate timing and fee handling.

Qualifications

• 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 toM&A Attorneys effectively and in a timely manner.
• Ability to prioritize multiple tasks in a fast-paced office environment.

Responsibilities

• Act as the primary contact for 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 neededComplete 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

Skills

Communication skills

Attention to detail

Time management

Independent / teamwork

Confidentiality

Education

Bachelor’s Degree preferred, or equivalent combination of education, training, and experience

Tools

Microsoft Office (Excel, Word)

NetSuite

Job description

About SRS Acquiom

SRS Acquiom delivers the smartest way to run a deal™ through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently.

Based in Denver, Colorado, with offices across the United States and in London and Amsterdam,SRS Acquiom supports transactions across North America and Europe. Our M&A services include professional shareholder representation, paying and escrow agent services, and online document solicitation and reporting. For loan and credit transactions, we provide independent Administrative Agent, Collateral Agent, Sub-Agent, and Successor Agent services.

Since 2007, SRS Acquiom has supported more than 11,500 transactions globally. By bringing efficiency, expertise, and purpose-built technology to complex financial transactions, we help sophisticated deal parties focus on building great businesses and maximizing value.

We’re equally committed to building careers as we are to building solutions. If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk.

A few benefits our employees enjoy

• 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

Position Summary

SRS Acquiom is currently recruiting for an Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M&A transactions. The role also requires the development and maintenance of processes related to client communication and support. This position requires fielding complex analytical questions across business lines, being able to communicate effectively and professionally, and document findings in the internal database. This position requires a motivated, highly detail-oriented individual with a strong work ethic. This person should have excellent oral and written communication, analysis, and documentation skills.

Location: This position is either hybrid out of our Denver, CO office or a fully remote position from within the Continental United States. This role does require that you work standard working hours in Mountain Time, regardless of location.

If the candidate selected lives within a 20-mile radius of our downtown Denver office, they will be classified as a hybrid employee and beginning September 8, 2026, working one day per week in office is expected. Beginning February 1, 2027, two days per week in the office will be expected.

If the candidate selected lives outside a 20-mile radius the Denver office, they will be classified as a fully remote employee and in-person onsite visits to the Denver headquarters will be required on average three times per year.

Compensation: The hourly rate for this position is between $31.00 and $35.00, depending on level of experience.

Primary Responsibilities

• 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 neededComplete 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

Required Qualifications & Skills

• 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 toM&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

Desired Characteristics

• Self-motivated
• Intellectually curious
• Ability to take initiative in learning and applying new skills
• Highly motivated self-starter with the ability to work collaboratively and independently Amiable
• Operates with the highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multitask across many projects

Physical Requirements/Special Demands

• Ability to work irregular hours, such as nights/weekends or after hours, may be required
• Work in a fast-paced environment
• Ability to travel to the corporate office in Denver, Colorado
• Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse, and keyboard

** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **

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.

We do not discriminate on the basis of any protected group status under any applicable law.