Manager, Client Services

About SRS Acquiom SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction - supporting over 11,500 deals worth more than $2.1 trillion along the way. Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 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 The Manager, Client Services is responsible for overseeing the daily workflows and operations of the Client Services team — ensuring shareholders and internal team members have accurate, timely information while delivering an exceptional client experience. This role calls for a hands-on leader who brings self-motivation, confidence, and a strong work ethic to everything they do. The right candidate thrives in fast-paced, dynamic environments and has the organizational chops to keep multiple moving pieces running smoothly — without dropping a single ball. Beyond day-to-day execution, this person has a proven track record of designing and implementing innovative solutions that actually stick. They've built and led teams before: recruiting the right people, bringing them up to speed, and developing them into high performers. Sound decision-making is second nature, and their communication skills — written and verbal — carry weight with both internal stakeholders and external clients alike. Location: This position is fully remote within the Continental United States. Compensation: The salary range for this position is between $90K- $100K, depending on experience level. Primary Responsibilities Effectively handle and diffuse escalated issues. Knowledge of company structure to ensure proper internal escalations. Build and maintain rapport within and between teams that work directly with Client Support. This includes, but is not limited to Compliance, Claims, Releases, Imports, Relationship Managers and Associates, Professional Service Group, and Business Analysts. Manage daily department functions and recommend ways to improve the existing processes, eliminate stop gaps and improve accuracy that include a partnership with the Senior Director of Client Services. Maintain department training materials, Knowledge Bank, such that all Support Liaisons have a resource available to them on a regular basis. Interpret complex excel spreadsheets and guidelines for accurate responses to shareholder questions. Assist in reporting and tracking Client Services Statistics. Actively participate in staff recruitmen