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Added 16 mins ago
CH
Commercial Operations Specialist
Calculated Hire
Toronto, ON
- $27 CAD / hour
- Full-time
The Elevate program Deal Specialist role is an early‑career position within BMO’s Commercial and Corporate Lending Operations organization. This role supports the execution and ongoing…
Added 16 mins ago
SA
Campaign Marketing Manager, Customer Lifecycle
STAN AI
Toronto, ON · North York, ON
- $80,000 to $100,000 CAD / month
- Full-time
Hands-on experience building triggered and automated email programs in a marketing automation or customer messaging platform (for example HubSpot, Customer.io, Braze, Iterable, or Marketo).
Added 16 mins ago
E
AI DevOps Specialist (AI Enablement & Secure DevOps)
Experis
Canada
- Contract
The AI DevOps Specialist is primarily responsible for the technical deployment, secure enablement, administration, and continuous optimization of the global HPS Artificial Intelligence (AI)…
Added 33 mins ago
E
Early Career RF Specialist (RAN Optimization)
Ericsson
Toronto, ON
- Full-time
Early-career professionals interested in building skills as a RF Specialist (RAN Optimization), take this exciting opportunity to join our global professional team at Ericsson. This dynamic…
Added 46 mins ago
P
M365 Specialist
Prophix
Toronto, ON · Etobicoke, ON
- $80,000 to $113,000 CAD / year
- Full-time
…Prophix One™ brings planning, reporting, consolidation, and automation together in a single place, and we are expanding its AI capabilities faster than ever. If you want to work on a…
Added 46 mins ago
AI
Account Manager
Accuenergy Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…and delivery promise integrity; clean handoff to Application Specialist on deep technical pre-sales; clean handoff to Technical Support on post-sale technical issues. Owns the relationship;…
Added 46 mins ago
CL
Organizational Design Consultant
Community Living BC
Vancouver, BC
- Full-time
Collaborate with People Services Client Partners, People Leaders, and the Compensation and People Analytics Specialist to support role design and job description alignment before formal job…
Added 47 mins ago
RD
Security Specialist
Randstad Digital
Toronto, ON
- $90 to $100 CAD / hour
- Contract
If you are a tech-savvy IT - Security Specialist who pairs 5+ years of enterprise firewall engineering with hands-on Palo Alto (Panorama), Guardicore, or Netskope mastery, ITIL v3 rigor,…
Added 47 mins ago
AD
Reliability Specialist, Cranes Maintenance
ArcelorMittal Dofasco
Hamilton, ON
- Full-time
(Senior Coordinator / Specialist / Senior Specialist)
Added 1 hour ago
BS
Middleware Specialist / Infrastructure Engineer
Brainhunter Systems Ltd
ON · Ontario, Canada
- Contract
Position Overview: As an Engineer Specialist, you will play a critical role in enabling secure, reliable, and scalable technology environments that support key business operations. This…
Added 1 hour ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- $30 USD / hour
- Contract
Inputting leads into SAP CRM and other marketing automation tools in a timely manner
Added 1 hour ago
J
Payroll Specialist
Jetson
North Vancouver, BC
- Full-time
We rely heavily on technology, automation, and data to scale this impact. At Jetson, we value people who are excellent at their craft, curious about new tools (including AI), and motivated…
Added 1 hour ago
OT
ACE Research & Development Technical Support Specialist
Ontario Tech University
Oshawa, ON
- Full-time
The position is for an R&D Technical Support Specialist with expertise and experience primarily in PLC automation controls OR knowledge in automotive systems. The position will include…
Added 1 hour ago
CE
Configuration Management Specialist
Capgemini Engineering
Montreal, QC
- Full-time
The configuration management specialist is serves as a subject matter expert supporting configuration governance, engineering data management, PLM processes, and continuous improvement…
Added 1 hour ago
M
Kubernetes Engineer (Container security and GKE focus)
Mehbooba
ON · Ontario, Canada
- Contract
Develop and maintain security tools, scripts, and automation workflows to enhance container security operations and incident response capabilities.
Added 1 hour ago
A
Sr Specialist, Regional Planning, Supply Chain
Ansell
Cowansville, QC
- Full-time
Ansell is looking for a Sr Specialist, Regional Planning, Supply Chain to join our team!
Added 1 hour ago
KG
Senior Cloud FinOps Specialist (Azure)
K&K Global Talent Solutions INC.
AB · Alberta, Canada
- Full-time
Position: Senior Cloud FinOps Specialist (Azure)
Added 1 hour ago
BT
Azure Cloud FinOps Specialist
BULL TECHNICAL SERVICES LIMITED
Calgary, AB
- Full-time
Experience with Power BI, advanced Excel, Apptio, automation, or AI-enabled FinOps workflows.
Added 1 hour ago
AI
Nuclear Services Technologist
ATS Industrial Automation
Cambridge, ON
- Full-time
Join our globally growing team at ATS Industrial Automation where we create complex automation solutions at the highest level that sustainably impact lives around the world.
Added 1 hour ago
CI
Zscaler Specialist - Contract
Compugen Inc
Calgary, AB
- Contract
We are seeking an experienced Zscaler Specialist to support the implementation, configuration, administration, and optimization of Zscaler cloud security solutions. The successful candidate…
Added 1 hour ago
E
Early Career RF Specialist (RAN Optimization)
Ericsson
Toronto, ON
- Full-time
Early-career professionals interested in building skills as a RF Specialist (RAN Optimization), take this exciting opportunity to join our global professional team at Ericsson. This dynamic…
Added 1 hour ago
A
Validation Specialist
Actalent
Cambridge, ON
- $35 to $50 CAD / hour
- Contract
We are seeking a Validation Specialist to support the qualification and validation of automated manufacturing equipment used in GMP-regulated Life Science environments. This role is…
Added 1 hour ago
ZI
System Integration Specialist
ZenaTech Inc.
Toronto, ON
- $60,000 to $70,000 CAD / year
- Full-time
Added 1 hour ago
PR
Specialist - Intermediate Server Infrastructure
Peel Regional Police
Brampton, ON
- Temporary
Are you an ambitious and highly motivated specialist with an experience in implementation and management of cloud and on - premise server infrastructure solutions? Are you looking to make…
Added 1 hour ago
AI
Bilingual IVR Automation tester
Apptoza Inc.
Toronto, ON
- Full-time
Overall, the role is suited for a hands-on IVR QA automation specialist who can deliver robust automation coverage, regression suites, call flow validation, and detailed test defect…

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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