Onboarding Associate

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 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

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 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

Desired Characteristics

Self-motivated

Intellectually curious

Collaborative

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. **

Fraud & spam screening. We use tools in our applicant tracking system to help detect potentially fraudulent or spam applications. These tools analyze limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag patterns that may indicate automated, inauthentic, or suspicious activity. Flags are used to prioritize human review and do not, by themselves, determine hiring outcomes. Learn more in our Privacy Policy.

If you apply for a role with us, we may collect and process recruiting-related information through our applicant tracking system, including your resume/CV, work history, education, references, communications, and recruiting-related metadata. For US candidates, we may also use tools within our applicant tracking system to help detect potentially fraudulent or spam applications by analyzing limited technical and contact information (such as IP address, device/browser signals, and email/phone characteristics) to flag suspicious patterns for human review. US candidates at certain stages of the recruiting process may be required to complete identity verification through CLEAR. In that process, candidates provide information directly to CLEAR, including biometric data, such a facial and iris scans, as well as government-issued identification. CLEAR acts as an independent controller for the information it collects during verification. We receive only limited identity verification results/status and certain cross-reference fields (such as name, email, phone number, and IP address) within our applicant tracking system, and we do not receive or store government ID images, images, or biometric data from CLEAR. For information on how CLEAR collects, retains, and destroys biometric data, please visit: https://www.clearme.com/clear1-credential-policy-crp