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Added 2 mins ago
KP
Production Planner--Planificateur de production
Kelly Professional & Industrial
Montreal, QC
- Full-time
…around the world. Our positions range from entry levels to manager levels on a temporary or permanent…
Added 3 mins ago
S
Produce - Clerk Department Second Produce
Sobeys
Elmsdale, NS
- Full-time
…Supervise the Produce Department and staff in the absence of the Manager. Actively contribute to an environment of employee and customer…
Added 3 mins ago
S
Produce - Clerk Department Second Produce
Sobeys
Pictou, NS
- Full-time
…Supervise the Produce Department and staff in the absence of the Manager. Actively contribute to an environment of employee and customer…
Added 3 mins ago
PJ
Personal Training Manager (Multi- Campus)
Prosserman JCC
Maple, ON
- $65,000 to $75,000 CAD / year
- Full-time
…is seeking a strategic and results-driven Personal Training Manager (Multi-Campus) to lead the growth and operational success of our Personal Training department across the Schwartz/Reisman…
Added 3 mins ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
A top-tier financial institution is seeking an accomplished Senior Technical Project Manager to orchestrate high-impact technology initiatives across enterprise data platforms, financial…
Added 3 mins ago
TB
Medical Manager, Rare - Canada (Field)
The businesses of Merck KGaA, Darmstadt, Germany
Mississauga, ON
- Full-time
In your role as Medical Manager, Rare Tumours, you will shape and deliver the medical affairs strategy for the therapeutic area, advancing scientific understanding of our products and…
Added 17 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 17 mins ago
AC
Data Analytics Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
We are seeking a Data Analytics Manager to lead our Enterprise BI and Analytics Service team and deliver trusted, actionable analytics that meet customer and business needs. This role will…
Added 17 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 32 mins ago
S
International Trade Compliance Analyst
Sanmina
Ottawa, ON
- Full-time
Act as Designated Official and ensure processes and reporting are adherent to the Canadian Controlled Goods Program
Added 32 mins ago
TH
Lumber Sales Part Time - WINDSOR E
The Home Depot Canada
Windsor, ON
- Part-time
Using empowerment program when necessary to satisfy customers
Added 1 hour ago
Asset Investment Analyst
Toronto Hydro
Toronto, ON
Reporting to the Manager, Customer Connections Planning & Technical Analysis, the Asset Investment Analyst will provide a wide range of engineering support services that will ensure…
Added 1 hour ago
Customer Energy Management Associate
Toronto Hydro
Toronto, ON
…Working as part of a cross-functional team and reporting to the Manager, Customer Energy Management, the Associate helps customers identify opportunities, navigate programs and services,…
Added 1 hour ago
Engineer
Toronto Hydro
Toronto, ON
Reporting to the Manager, Engineering, Engineering Policy and Product Change, the Engineer is responsible for providing a broad range of engineering support services to ensure the technical…
Added 1 hour ago
Contract, Climate Action Associate
Toronto Hydro
Toronto, ON
…Working as part of a cross-functional team and reporting to the Manager, Customer Energy Management, the Associate helps customers identify opportunities, navigate programs and services,…
Added 1 hour ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
Added 2 hours ago
TH
Merchandising Associate Part Time 4am-8am (CARLETON PLACE)
The Home Depot Canada
Carleton Place, ON
- Part-time
Read and interpret directions to ensure merchandise is set to the planogram, project instructions, program service requirements and general service guidelines
Added 2 hours ago
K
Seasonal Sales Associate (Toronto Eaton Centre)
Knix
Toronto, ON
- $19.7 CAD / hour
- Temporary
Product Discounts - Generous Discounts on your favourite Knix products and Gratis Program
Added 2 hours ago
K
Seasonal Sales Associate (Conestoga Mall)
Knix
Waterloo, ON
- $18.95 CAD / hour
- Temporary
Product Discounts - Generous Discounts on your favourite Knix products and Gratis Program
Added 2 hours ago
K
Seasonal Sales Associate (Sherway Gardens)
Knix
Toronto, ON · Etobicoke, ON
- $19.7 CAD / hour
- Temporary
Product Discounts - Generous Discounts on your favourite Knix products and Gratis Program
Added 2 hours ago
K
Seasonal Sales Associate (Robson)
Knix
Vancouver, BC
- $19.7 CAD / hour
- Temporary
Product Discounts - Generous Discounts on your favourite Knix products and Gratis Program
Added 2 hours ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · City of Langley, BC
- $16 to $25.8 CAD / hour
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 2 hours ago
K
Seasonal Sales Associate (West 4th)
Knix
Vancouver, BC
- $19.7 CAD / hour
- Temporary
Product Discounts - Generous Discounts on your favourite Knix products and Gratis Program
Added 2 hours ago
K
Sr. Brand Manager (KT by Knix)
Knix
Toronto, ON
- From $110,000 CAD / year
- Full-time
Added 2 hours ago
DB
Alterations Specialist
David's Bridal
Langley (District), BC · City of Langley, BC
- $21.55 to $23.9 CAD / hour
- Full-time
…the high standards of David’s Bridal and reports to the Store Manager. S/he is responsible for exemplifying friendly, knowledgeable, and technical expertise and providing superior customer…

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Experience: 2-5 years of experience in financial services, investment management, wealth management, or a related field.
Posting language: English
Posted: Oct 29, 2026

Original job description

PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. PBY provides access to a select group of investment strategies and delivers ongoing service, support, and investment insight to our clients and their team of investment professionals. Our first partner portfolio manager is Canso Investment Counsel, a leading corporate credit specialist. We’re also in the process of onboarding our second partner portfolio manager.

We’re seeking a relationship-oriented Client Service Associate to join our Toronto office. The successful candidate will work closely with senior team members to support client service, marketing and development initiatives. As a firm, we value teamwork, initiative, accountability, and a willingness to take ownership. Our culture is collaborative, with team members encouraged to contribute across multiple areas of the business.

This role will report to the Vice-President and provides exposure across client service, business development, marketing, and operations, helping the successful candidate develop a broad understanding of the business while building the skills, relationships, and business acumen required for long-term success in client-facing relationship management roles.

Key Responsibilities

Deliver an exceptional client experience while supporting relationships with clients, investment professionals, family offices, and other stakeholders.
Support business development initiatives, including prospect engagement, organizing client events, and assisting with conferences.
Collaborate internally and externally on marketing and brand-building initiatives, coordinating client communications, meeting materials, reporting, and follow-up activities.
Organize and support digital marketing efforts, including content development/thought leadership (LinkedIn), website updates and CRM campaigns.
Update and maintain accurate client, prospect records and distribution lists within CRM and other internal systems, and produce custom reports.
Presentation support/preparation: gather and organize information from portfolio management teams to support client meetings and communications (internal and external).
Support team members with client reporting, account analyses, and investment-related research.
Participate in manager oversight and KYP activities, including investment manager due diligence, portfolio analysis, strategy reviews, performance attribution, and monitoring of investment risks.
Support ongoing RFP, DDQ, and due diligence requests by coordinating information across internal and external stakeholders.
Support client onboarding and review account documentation for completeness and accuracy, specifically: account openings, account maintenance requests, and account setup processes, including KYC/AML documentation.
Process operational requests, subscriptions, redemptions, transfers, other account-related transactions, invoicing, operational reconciliation activities, ad-hoc requests, and reporting.
Support workflow enhancements, process improvements, reporting automation (using AI), and efficiency initiatives.
Participate in special projects and contribute to the continued growth of the firm.

Qualifications & Experience

Undergraduate degree in Business, Finance, Economics, or Accounting.
2-5 years of experience in financial services, investment management, wealth management, or a related field.
Family office, wealth management, operations and client service experience are considered assets.
CFA designation or CFA Program candidacy (Level 1,2,3) or CIM are preferred.
Strong proficiency in Microsoft Office, particularly Excel and PowerPoint.
Bilingual (English/French) is considered a strong asset.
Exceptional attention to detail and organizational skills.
Strong written and verbal communication skills.
Professional, client-focused mindset with a positive attitude.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong analytical and problem-solving capabilities.
Self-starter who takes ownership and works well independently.
Team-oriented individual who thrives in a collaborative environment.

We are committed to providing accommodations for people with disabilities in all aspects of the recruitment and selection process. If you require accommodation or special assistance, please send an email with your request to pc@cansofunds.com. Your information will be treated as confidential.

We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.

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More about this job

Responsibilities

Deliver client service and support relationship management, business development, marketing, and client communications. Coordinate onboarding, account transactions, reporting, investment due diligence, operational processes, and workflow improvements.

Requirements

An undergraduate degree in Business, Finance, Economics, or Accounting and 2–5 years of experience in financial services or a related field are sought. Candidates should have strong communication, organizational, analytical, and Microsoft Office skills; CFA candidacy, the CFA designation, or CIM is preferred.

Skills

Client Service
Business Development
Marketing
Investment Research
Investment Due Diligence
Portfolio Analysis
Performance Attribution
Client Reporting
CRM Management
Microsoft Excel
Microsoft PowerPoint
KYC/AML Documentation
Operational Reconciliation
Attention To Detail
Communication

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Investment Management
Wealth Management
Family Offices
Client Service
Relationship Management
Business Development
Marketing
CRM
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Client Reporting
Investment Due Diligence
Portfolio Analysis
Performance Attribution
Investment Risk Monitoring
RFP
DDQ
KYC
AML
Account Onboarding
Subscriptions
Redemptions
Transfers
Operational Reconciliation
Reporting Automation
Artificial Intelligence
CFA
CIM

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