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Added 19 mins ago
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Impact - Senior Manager/Manager, Climate Action
Aritzia
Vancouver, BC
- Full-time
…sustainability of our business practices and supply chain. As the Senior Manager / Manager, Climate Action, you will support with developing and executing Aritzia’s decarbonization…
Added 19 mins ago
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Director of Finance
Altis
Toronto, ON
- $130,000 to $155,000 CAD / year
- Full-time
Reporting to the CEO, you'll oversee financial operations, guide organizational planning, and collaborate with leadership, employees, and the Board of Directors. Your expertise will help…
Added 19 mins ago
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Accounting Supervisor
Altis
Toronto, ON · North York, ON
- $37 to $45 CAD / hour
- Contract
Are you an experienced accounting professional who enjoy improving processes, and driving financial accuracy? Our client, an established organization in the services industry, is seeking a…
Added 34 mins ago
CI
Manager Corporate Finance
CultureSmith Inc.
Calgary, AB
- Full-time
As Manager, Corporate Finance, you'll play a key leadership role within TARA's Accounting and Finance team, overseeing financial operations across Canadian and US entities while supporting…
Added 34 mins ago
MD
Business Analyst Supervisor - Systems Analysis Unit Supervisor
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…among stakeholders to understand the structure, policies, and operations of TRA, recommending solutions that drive project success and meet agency goals. This includes leading, mentoring,…
Added 34 mins ago
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Full Time Front End Manager - Cloverdale/Quadra Store Victoria BC
Sobeys
Victoria, BC
- Full-time
The Front-End Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 49 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Victoria, BC
- Full-time
The Assistant Manager works with the Manager to supervise overall shift and daily operations. This includes operating the restaurant according to A&W Standards, WorkSafeBC, and…
Added 49 mins ago
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Assistant Manager, Merchandise Planning
adidas
Woodbridge, ON
- Full-time
Assistant Manager, Merchandise Planning provides financial guidance to Canada retail buying teams to meet or exceed sales and target KPIs. Assist with the development of seasonal plans,…
Added 49 mins ago
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Indirect Tax Manager - Canada
TikTok
Toronto, ON
- Full-time
Indirect Tax Manager will serve as the lead indirect tax resource for the Company's Canadian operations. This is a highly hands-on role responsible for managing the full spectrum of…
Added 49 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Kamloops, BC
- Full-time
The Assistant Manager works with the Manager to supervise overall shift and daily operations. This includes operating the restaurant according to A&W Standards, WorkSafeBC, and…
Added 49 mins ago
S
Meat - Manager Meat
Sobeys
Kamloops, BC
- Full-time
The Meat Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 49 mins ago
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Specialist, Channel Compensation
Bell
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Channel Compensation, the successful candidate will play a key role in overseeing the projects, financials, and analytics that drive our compensation…
Added 49 mins ago
TR
Commercial Property Manager
Taylor Ryan Executive Search Partners
Toronto, ON · Etobicoke, ON
- $95,000 to $120,000 CAD / year
- Full-time
…1950's. They are hiring an experienced Commercial Property Manager to take ownership of a mixed commercial portfolio - retail, industrial, office, and medical - its budgets and recoveries,…
Added 49 mins ago
TP
Manager, Real Estate Operations
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Associate Director, Real Estate Leasing and Development, the Manager, Real Estate Operations will oversee the operational performance of Toronto Pearson’s diverse portfolio…
Added 49 mins ago
RH
Accounting Manager
Robert Half
Vancouver, BC
- $100,000 to $130,000 CAD / year
- Full-time
Reporting to senior leadership, the Accounting Manager will oversee the full-cycle accounting function, provide guidance and direction to junior accounting team members, and ensure accurate…
Added 49 mins ago
VI
Office Manager
Verge Immigration Services Inc. | Licensed Foreign Worker Recruiters in Canada
Winnipeg, MB
- Full-time
3 or more years of experience running a front office or office operations, ideally in a law, immigration, accounting or medical practice
Added 1 hour ago
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Manager of Payroll and Benefits (Global)
Jobgether
Canada
- $110,000 to $140,000 CAD / year
- Full-time
…compensation and a consistent, supportive benefits experience. As Manager of Payroll and Benefits, you will oversee end-to-end payroll operations across Canada, the United States, the…
Added 1 hour ago
SQ
Team Lead, Billing & Payment Services
Sunlife Québec
Montreal, QC
- Full-time
Reporting to the Manager, Billing & Payment Services, you will lead a team of approximately five employees in a hybrid work environment. You will be responsible for coaching, performance…
Added 1 hour ago
SR
Assistant Project Manager
SmartCentres REIT
Vaughan, ON
- Full-time
Job Title: Assistant Project Manager - Construction
Added 1 hour ago
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R&D Tax Client Delivery Manager
Boast
Montreal, QC
- Full-time
As a Client Delivery Manager, you’ll lead the successful delivery of R&D tax credit claims for a portfolio of companies across Canada and the U.S.
Added 1 hour ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the…
Added 1 hour ago
OT
Restaurant Assistant Manager
One Therapy Network
Langford, BC
- Full-time
The Assistant Manager works with the Manager to supervise overall shift and daily operations. This includes operating the restaurant according to A&W Standards, WorkSafeBC, and…
Added 1 hour ago
NB
Regional Administrative Manager
National Bank of Canada
Calgary, AB
- Full-time
A career as a Regional Administration Manager in the Wealth Management team at National Bank means acting as a leader who drives operational excellence and supports the employee experience…
Added 1 hour ago
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NIGHT AUDIT - 1 YEAR CONTRACT
Crescent Hotels & Resorts
Saint John, NB
- Contract
Are you a night owl with a passion for hospitality? Delta Hotels by Marriott Saint John is seeking a Night Manager to join our team in Saint John, NB, Canada.
Added 1 hour ago
DP
Property Manager
Drake Property Management
Hamilton, ON
- $70,000 to $75,000 CAD / year
- Full-time
Reporting to the Regional Manager, this role acts as the primary business leader for the assigned portfolio and is accountable for achieving occupancy, revenue, expense management, and Net…

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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