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Added 7 mins ago
SP
Solutions Architect, Salesforce Migrations (Data360, Revenue, Tableau, or Marketing Clouds)
Salesforce Partner Canada
Toronto, ON
- Full-time
Partner with Account Teams and Sales leadership to align migration goals with customers' broader business strategy, renewal, and expansion objectives.
Added 1 hour ago
FD
Experienced Collections Specialist - Banking & Government
Financial Debt Recovery Limited (FDR)
Richmond Hill, ON
- Full-time
Role Description The Experienced Collections Specialist is a full-time, on-site role based in Richmond Hill, ON. This position is responsible for contacting customers by phone, email, and…
Added 1 hour ago
H
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 1 hour ago
RB
Financing Specialist
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
As a skilled financing specialist supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client…
Added 3 hours ago
KR
Complex Accounting Specialist
Kassen Recruitment
Calgary, AB
- $80 to $85 CAD / hour
- Contract
A leading North American organization is seeking a Complex Accounting Specialist for a contract opportunity within its finance team. This role is ideal for an accounting professional who…
Added 3 hours ago
J
Digital Marketing Specialist, Search
Jobgether
Canada
- $55,000 to $60,000 CAD / year
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Digital Marketing Specialist, Search based in Canada.
Added 4 hours ago
FS
Contracts Specialist
Fidus Systems
Remote, Canada
- Full-time
- Remote
The Contracts Specialist is responsible for drafting, reviewing, negotiating, and managing the full lifecycle of contracts to ensure legal compliance, favorable terms, and alignment with…
Added 5 hours ago
FS
Contracts Specialist
Fidus Systems
Canada
- Full-time
The Contracts Specialist is responsible for drafting, reviewing, negotiating, and managing the full lifecycle of contracts to ensure legal compliance, favorable terms, and alignment with…
Added 5 hours ago
GE
Commercial Accounts & Billing Specialist
G2 Enterprises Corp.
Saskatoon, SK
- Full-time
Join Astro Towing as a Commercial Accounts & Billing Specialist!
Added 6 hours ago
GC
Retail Marketing Specialist
Garmin Canada
Cochrane, AB
- Full-time
Garmin Canada has an exciting opportunity for a full-time Retail Marketing Specialist. In this position you will support the execution of retail marketing programs, point-of-sale (POS)…
Added 6 hours ago
AR
Lease and Rental Administrative Specialist
Altruck Rentals
Guelph, ON
- Full-time
Altruck International Truck Centres is seeking an experienced Lease & Rental Administrative Specialist for our Idealease team to provide key administrative support to our Leasing, Rental,…
Added 7 hours ago
NS
Charge Nurse
NHS Scotland
Grand Bay-Westfield, NB
- Full-time
…with people with a wide range of mental health problems; have specialist clinical knowledge of best practice in Mental Health Nursing and will be an excellent example to your colleagues in…
Added 7 hours ago
CM
Therapy Support Assistant
CASA Mental Health
Innisfail, AB
- Full-time
Classification: Classroom Behaviour Specialist
Added 7 hours ago
O
Associate Production Support Specialist
OpenText
Waterloo, ON
- Full-time
As an Associate Product Support Specialist, you will provide technical and account support to clients, troubleshoot complex issues, and contribute to the success of both the business and…
Added 7 hours ago
P
Marketing Communications Specialist
ProxyLink
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Proxylink is hiring a Marketing Communications Specialist on behalf of its client. We are seeking a talented and motivated marketing professional to develop and execute strategic marketing…
Added 7 hours ago
G
Quotations Specialist
Gescan
Winnipeg, MB
- Full-time
Benefits program allowing you to choose from options that best fit you and your dependents’ needs. Benefit options include: Medical, Dental, Vision, Health Spending Account & RRSP matching.
Added 7 hours ago
CC
Product Specialist
Capital Chevrolet Buick GMC
Calgary, AB
- Full-time
Health & Wellness: Comprehensive medical and dental benefits, Short-Term and Long-Term disability, a Health Spending Account, plus an Employee Family Assistance Program.
Added 7 hours ago
S
Consultant (CAN) - Inventory and Procurement Specialist
Slalom
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Added 8 hours ago
SC
Information Technology Support Specialist - 1 yr contract
Southbridge Care Homes
Cambridge, ON
- $55,000 to $60,000 CAD / year
- Full-time
Southbridge Health Care LP is looking for an IT Support Specialist to cover a 1yr contract. This role will report to the Director of IT Operations and provide technical assistance and…
Added 8 hours ago
L
Patient Financing Specialist
Lettuce
Toronto, ON
- Full-time
Manage servicing requests: payment date changes, pre-authorized debit updates, payoff quotes and account inquiries
Added 8 hours ago
RC
Sales Consultant
Randstad Canada
Burlington, ON
- Full-time
As an OTS Specialist, Client Partnership, you will consultatively sell Randstad’s premium staffing solutions to clients and prospect companies to drive market share growth and gross profit…
Added 8 hours ago
TH
Business Support Specialist
Tom Harris Cellular
Pitt Meadows, BC
- Full-time
We're looking for a motivated Business Support Specialist to join our high-performing team at Tom Harris Cellular!
Added 8 hours ago
SA
Campaign Marketing Manager, Customer Lifecycle
STAN AI
Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / month
- Full-time
Segment and personalize. Use product usage and account data to tailor messages by customer size, role, region, lifecycle stage, and the features they use.
Added 8 hours ago
FD
Customer Experience Specialist
Fil Delivery
Mississauga, ON
- Full-time
The Customer Experience Specialist is the primary point of contact for customers from order entry through fulfillment, resolving questions and concerns with urgency, care, and a…
Added 8 hours ago
M
Cloud & AI Platform Sales Specialist
Microsoft
Goodwood, ON
- Full-time
…strategic/high-potential customers (e.g., high budget, global account, highly competitive) along with account teams or partners. Facilitates the account team unit (ATU) and/or Specialist…

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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