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Added 13 mins ago
B
Sales Manager - SaaS (OTE: upto 130k)
BoomerangFX
Mississauga, ON
- $85,000 to $100,000 CAD / year
- Full-time
We are seeking a results-driven Sales Manager – SaaS to lead and develop our sales team while driving revenue growth across the North American market. This role combines hands-on sales…
Added 13 mins ago
R&
Key Account Sales Manager
Robertson & Company Ltd.
Toronto, ON · Scarborough, ON
- $75,000 to $100,000 CAD / year
- Full-time
Key Account Sales Manager | Automotive Manufacturing | Scarborough
Added 13 mins ago
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Account Manager
Evlv
Montreal, QC · Greater Montreal Metropolitan Area
- $80,000 to $90,000 CAD / year
- Full-time
We are looking for a sales-driven Account Manager with a passion for fashion, strong industry connections, and experience working with major Canadian and US retailers.
Added 1 hour ago
NA
Account Coordinator, Commercial SME
NFP, an Aon company (Canada)
Newmarket, ON
- Full-time
This role provides daily assistance to Client Managers in the execution of standard account management practices. Must be able to efficiently and accurately execute SME processes that…
Added 1 hour ago
D
Business Development Manager, GTA
Digicast
Toronto, ON
- Full-time
We are looking for a strategic, driven, relationship-focused sales professional to build and grow Digicast’s Toronto market.
Added 1 hour ago
A
Représentant(e) Ventes internes/Inside Sales Representative
ADP
Montreal, QC
- Full-time
Added 2 hours ago
SA
Commercial insurance account manager
Synex Assurance
Levis, QC
- Full-time
In collaboration with the producing broker on his team, the account manager will have to process, analyze and follow up on requests from his customers;
Added 2 hours ago
SA
Commercial insurance account manager
Synex Assurance
Quebec, QC
- Full-time
…difference? Our team is currently looking for a Commercial Insurance Account Manager. You will act in concert with the producing broker for support and advice to…
Added 2 hours ago
AI Outcome Customer Developer, Forward Deployed Development
Google
Toronto, ON
…technical debugger, development liaison and technical delivery manager. You will bridge the gap between pre-sales agreement shaping and post-sales execution. You will enter the agreement…
Added 2 hours ago
FC
District Sales Representative - Western Region (BC)
Festo Canada
Vancouver, BC
- Full-time
Establish an annual sales budget and achieve the budget through account development
Added 2 hours ago
A
Customer Success Manager (AMER)
ApprovalMax
Toronto, ON
- Full-time
ApprovalMax is on the lookout for a motivated Customer Success Manager to join its dedicated Toronto team. In this role, you will act as a trusted advisor to our customers, helping them…
Added 3 hours ago
NB
Account Manager Commercial Banking
National Bank of Canada
Quebec, QC
- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…
Added 3 hours ago
NB
Senior Wealth Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
…You will work closely with investment advisors, a portfolio manager and other professionals, playing an important role in client service, financial planning, business development and the…
Added 3 hours ago
NB
Senior Wealth Associate
National Bank of Canada
Toronto, ON
- Full-time
Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
Added 3 hours ago
NB
Senior Account Manager Commercial Banking
National Bank of Canada
Terrebonne, QC
- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…
Added 3 hours ago
NB
Senior Manager Financing Solutions – Real Estate
National Bank of Canada
AB · Edmonton, AB
- Full-time
As a Senior Manager, Financing Solutions in the Real Estate Financing team, you will act as a subject matter expert in structuring complex commercial real estate transactions. You will…
Added 3 hours ago
EG
Business Development Manager - Power Transmission
EMAGE Group
Canada
- Full-time
Business Development Manager / Director - Power Transmission
Added 4 hours ago
CI
Insurance Broker
CMB Insurance Brokers
AB · Edmonton, AB
- Full-time
Attend and participate in Account Manager/CSR meetings, general staff meetings, company functions
Added 4 hours ago
KG
Multifamily Property Accountant (Toronto)
Kipling Group
Toronto, ON
- Full-time
Preparation of percentage rent billings with sales analysis;
Added 4 hours ago
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Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
…Business Development Leader to lead client engagement, strategic account development, major pursuits and market growth across a dynamic global mining…
Added 5 hours ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
…Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing…
Added 5 hours ago
Manager, Advisory Services
Affinity Credit Union
Watrous, SK
Lead a team of advisors as a Manager of Advisory Services at our Watrous, Strasbourg, Nokomis, & Colonsay locations. You’ll coach talent that delivers exceptional service & professional…
Added 7 hours ago
G
Strategic A&E Consultant Manager - Canada
Gallagher
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…ideally spanning business development, consultant engagement, sales, specification development, or strategic account…
Added 7 hours ago
AT
Sales Account Manager - Courier
Armour Transportation Systems
Moncton, NB
- Full-time
Position Overview:We are seeking a passionate and results-driven Sales Account Manager to join our team. This role is instrumental in driving our growth vision in Canada by delivering…
Added 7 hours ago
TP
Processing Sales Manager
Tetra Pak
Quebec, QC
- $150,000 to $200,000 CAD / year
- Full-time
We are now seeking a dynamic and customer-focused Processing Sales Manager to manage and develop the customer relationship for Tetra Pak’s Processing Solutions & Equipment business in…

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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