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Added 24 mins ago
S
Associate Manager, Brand Marketing
Shiseido
Markham, ON
- $75,000 to $85,000 CAD / year
- Full-time
The Associate Manager, Brand Marketing will support the development and execution of marketing strategies for Drunk Elephant and Dr. Dennis Gross in Canada. This role is responsible for…
Added 24 mins 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 24 mins ago
WC
Customer Service Manager
Walmart Canada
Leamington, ON
- $15 CAD / hour
- Full-time
…operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive shopping experience, and drive…
Added 24 mins ago
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Corporate / Commercial Solicitor (5-10 Years Call)
gpac
Calgary, AB
- $133,900 to $203,000 CAD / year
- Full-time
Participate in business development and contribute to the continued growth of the Calgary office
Added 24 mins ago
R
Associate Product Manager (Accounting)
Remarcable
Vancouver, BC
- $90,000 to $120,000 CAD / year
- Full-time
2-4 years of experience as an Associate Product Manager, Product Analyst, Business Systems Analyst, or in a technical solutions/implementation role within a B2B SaaS environment.
Added 39 mins ago
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Customer Experience Associate- Whistler, BC
TD
Whistler, BC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 39 mins ago
T
University of Victoria Networking Event - October 29 2026
TD
Victoria, BC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 53 mins ago
C
Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
This role is in support of Cencora's patient and provider support and pharma commercialization services in Canada marketed through our Innomar Strategies business.
Added 1 hour ago
MD
Director, Oversight and Accountability - State Program Administrator Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all…
Added 1 hour ago
FR
Weekend Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
…residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing, detail-oriented and has great communication skills while having…
Added 1 hour ago
TH
Department Supervisor Full Time (BARRIE)
The Home Depot Canada
Barrie, ON
- Full-time
…their best and encouraging their personal and professional development and growth. Department Supervisors work with Store Management, Operations teams and external partners to gain the…
Added 1 hour ago
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Sales Consultant - Acura of Hamilton
AutoCanada
Hamilton, ON
- Other
Follow up with previously sold clients to earn repeat and referral business while maintaining the highest customer satisfaction standards possible, striving for perfection with each…
Added 1 hour 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 1 hour ago
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Network Operations Analyst
RBC
Toronto, ON
- Full-time
…recovery execution across all network technology platforms. This role requires knowledge in AI-driven monitoring platforms and the ability to maintain business continuity during critical…
Added 1 hour ago
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Associate Director, Though Leader Liaison (East) – Rare Disease
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Field, BC
- Full-time
As the Associate Director, Thought Leader Liaison (TLL), you will execute strategies and tactics for our Neuromuscular Rare Disease Franchise. This position reports into the marketing…
Added 1 hour ago
P
Client Services Associate - January 2027
proSapient
Toronto, ON
- $55,000 to $75,000 CAD / year
- Full-time
…specialized knowledge and insights needed to make informed business decisions. Our clients include many of the world's leading consultancy and private equity firms. Since our launch in…
Added 1 hour ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 1 hour ago
A&
Store Manager
Abercrombie & Fitch Co.
Toronto, ON
- Full-time
As an Abercrombie & Fitch Co. (A&F Co.) associate, you’ll be eligible to participate in a variety of benefit programs designed to fit you and your lifestyle. A&F is committed to providing…
Added 1 hour ago
TL
Assistant General Manager
The Landing Restaurant Group
Oakville, ON
- Full-time
Support the GM in all aspects of operating a "Benchmark Restaurant" to the Brand standards, creating a perfect guest experience every time while focusing on on-going associate development
Added 1 hour ago
NY
New York Fries - Supervisor
New York Fries
Newmarket, ON
- Full-time
Follow all New York Fries standards, outlined by the Store Manager, Regional Business Development Manager and New York Fries Executive team
Added 1 hour ago
ES
Expert(e) Réseaux & Sécurité Senior - Senior Network & Security Expert - Montréal
Equans Services Canada & US
Montreal, QC
- Full-time
The role is responsible for the full service design, rollout and expertise support, ensuring operational transition to BAU, continuous improvement, and retirement.
Added 1 hour ago
P
Chef pharmacie(ne), rémunéré(e) à l’heure – PHX temps plein jour
Pharmaprix
Rouyn-Noranda, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 1 hour ago
CC
Warehouse Associate - Loader/Unloader - 2nd Shift
Cintas Canada
Kawartha Lakes, ON · Lindsay, ON
- Full-time
A reasonable estimate of base salary for this role ranges between $18.90 - $23.63/Hour. The range takes into account factors that are considered in making compensation decisions including,…
Added 1 hour ago
ON
Assistant Manager - Westgate Centre - Kids and Baby
Old Navy
Grande Prairie, AB
- Full-time
…customer and product operations, merchandising, and talent development. You are responsible for supporting the execution of the store strategy to achieve performance goals. Through…
Added 1 hour ago
A&
General Manager
Abercrombie & Fitch Co.
Toronto, ON
- Full-time
As an Abercrombie & Fitch Co. (A&F Co.) associate, you’ll be eligible to participate in a variety of benefit programs designed to fit you and your lifestyle. A&F is committed to providing…

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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