Account representative Jobs in Halifax, NS
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Account representative • halifax ns
- Promoted
Account Manager, Implementation
Opus Fund ServicesHalifax, NS, Canada- Promoted
Sales Representative
Industrielle Alliance - Agence Québec Rive-SudHalifax, NS, Canada
Account Executive
Traffic TechHalifax, NS- Promoted
Server
ADP Customer Demo AccountDartmouth, NS, Canada
Account Manager
STERISHalifax, NS, CA
Inside Sales Representative
Doman Building Materials Group LtdDartmouth, NS, CA
Account Representative- Sales Training Program (MARITIMES)
CDWVIRTUAL, NS, CA- Promoted
Inside Sales / Account Manager
Randstad CanadaDartmouth, Nova Scotia, CA
Account Director
DexterraHalifax, Nova Scotia, Canada
Client Support Representative
Focus Forward MarketingHalifax, NS, CA- Promoted
Business Development Representative
Best Version MediaNova Scotia, Canada
Call Centre Representative
MaRayTech Consulting Ltd.Bedford, NS, CA
Account Executive
RevTalentHalifax, NS, CA
Account Manager
Rexel AtlanticDartmouth, NS, CA
Call Center Representative
TigerTelDartmouth, NS, CAN
Bilingual Client Account Representative
ManulifeHalifax, Nova ScotiaAccount Manager, Implementation
Opus Fund ServicesHalifax, NS, CanadaWhy Opus?
At Opus, integrity isn't just a principle. It's how we do business. As an independently owned company operating in seven countries, we’ve built our success by staying true to our values : questioning everything, embracing change, building not buying, winning together, and doing the right thing. Our employees see the difference - we’re a certified Great Place to Work® in Canada, the USA, Ireland, and the Philippines. If you share our beliefs and want to be part of a team that values innovation, accountability, and doing the job right, we’d love to connect.
This Opportunity
We are seeking a detail-oriented and results-driven Account Manager to join our Implementation team. In this role, you will manage the process of onboarding new clients from a fund accounting perspective, ensuring a smooth transition to our platform. As the primary point of contact during the onboarding phase, you will develop a deep understanding of their governing documents and fund structures, addressing any challenges that arise to provide clients with the best possible first impression.
Your strong background in Private Equity and fund structures, combined with your ability to oversee complex transitions, will be critical to delivering a seamless and efficient process. While working closely with clients to understand their needs, you will focus on coordination the transition to ensure all details are accurately handled. Once the funds are operational, you will transition the client relationship to our Operations team, setting clear expectations for ongoing support and collaboration.
Key Responsibilities :
Client Onboarding & Relationship Management
- Lead the fund accounting aspects of client onboarding, ensuring accurate setup of fund structures, fees, and other financial details for a seamless transition to operations.
- Serve as the primary or escalation point of contact for fund accounting-related matters, ensuring 100% issue resolution within agreed timelines.
- Build and maintain strong relationships with clients through regular communication, addressing their fund accounting needs and concerns effectively.
- Participate in discovery calls to gather and validate fund structure details, fee calculations, and other accounting-specific information.
Fund Set-Up & NAV Calculation
Key Qualifications :
We want to give our colleagues the best start possible. That’s why we provide regular in-office training during your first few months, giving you the tools and knowledge to thrive. Once you’re up to speed and confident in your role, you’ll have the flexibility to transition to our hybrid work model which is currently one day per week in office.