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Added 8 mins ago
S
Full Time Assistant Meat Manager - Hillside Location
Sobeys
Victoria, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 8 mins ago
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Customer Experience Leader
Indigo
Brandon, MB
- $17.5 to $22.5 CAD / hour
- Part-time
…success, and bring the Indigo brand to life through meaningful business…
Added 8 mins ago
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Branch Manager
Nutrien
Glenboro, MB
- Full-time
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 10 mins ago
J
Manager of Payroll and Benefits (Global)
Jobgether
Canada
- $110,000 to $140,000 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 Manager of Payroll and Benefits (Global) based in Canada.
Added 10 mins ago
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Senior Program Manager, Talent Development
Twilio
Remote, Canada
- Full-time
- Remote
Join the team as Twilio’s next Sr. Program Manager, Talent Development
Added 10 mins ago
EC
Field Service Technician
Eaton Corporation
Calgary, AB · Edmonton, AB · Fort McMurray, AB
- Full-time
…skills, experience, and qualifications, as well as market and business…
Added 24 mins ago
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Manager, Project Delivery, Data and Analytics
Desjardins
Montréal-Ouest, QC
- Full-time
…valorization, development of analytics capabilities and artificial intelligence within Desjardins. As the sector undergoes a major transformation, it is updating its delivery model and work…
Added 24 mins 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 24 mins ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
…service level standards. Provides functional guidance to the Manager and/or L2 team by reviewing and accepting tickets/cases and recommending next steps or resolution when applicable.…
Added 24 mins ago
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Account Manager
Accuenergy Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Strategic engagement - Quarterly Business Reviews, annual reviews, roadmap conversations, NPI training, and other strategic touchpoints on key accounts. Builds and maintains the…
Added 24 mins ago
SG
Account Manager - Existing Installations
Schindler Group
Hamilton, ON
- $62,000 to $80,000 CAD / year
- Full-time
As an Account Manager (Service Contracts) at Schindler, you will cultivate relationships with customers to drive sales for elevator and escalator maintenance services. You will ensure high…
Added 24 mins ago
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Manager, Global Practice and Delivery (Solutions & Services)
Acceldata
Kitchener, ON
- Full-time
We're looking for a Manager, Global Practice and Delivery to build, lead, and scale a global team of Solutions Consultants and Forward-Deployed Engineers responsible for enterprise…
Added 24 mins 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 24 mins ago
NB
Regional Administrative Manager
National Bank of Canada
Calgary, AB
- Full-time
…Prairie region and report to the Vice President and Regional Manager. You will work closely with regional leaders, advisors, Branch Administrators, and support teams to ensure operational…
Added 24 mins ago
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Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
…into sustained growth? HDR is seeking a Global Mining Practice Business Development Leader to lead client engagement, strategic account development, major pursuits and market growth across…
Added 24 mins ago
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Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
…into sustained growth? HDR is seeking a Global Mining Practice Business Development Leader to lead client engagement, strategic account development, major pursuits and market growth across…
Added 24 mins ago
ES
Facility Manager - Toronto
Equans Services Canada & US
Toronto, ON
- Full-time
Equans is looking for a Facility Manager in Toronto!
Added 24 mins ago
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Operations Manager
BGIS
Toronto, ON
- Full-time
…management, health and safety, and emergency preparedness and business continuity for an assigned portfolio. In conjunction with the National Director Operations, proactively coordinates…
Added 24 mins ago
CG
Manager, Sales Governance and Operations
Calian Group
Toronto, ON
- Full-time
We are looking for a Manager, Sales Governance & Operations to play a critical leadership role supporting the governance, operational effectiveness, and growth of the ITCS business. In this…
Added 24 mins ago
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Architecte chargé de projet intermédiaire / sénior
Gensler
Montreal, QC
- Full-time
…surveillants de chantier, de collègues en marketing, en branding, en intelligence artificielle et en…
Added 24 mins ago
ES
Mobilization & P3 Strategy Manager - Toronto
Equans Services Canada & US
Toronto, ON
- Full-time
Equans is looking for a Mobilization & P3 Strategy Manager in toronto!
Added 24 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Dauphin, MB
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 24 mins ago
BG
Senior Service Retention Specialist
BMW Group
Richmond Hill, ON
- Full-time
…realize growth opportunities within the BMW and MINI service business. This role will investigate and develop opportunities for Retailers to increase customer loyalty within the service…
Added 24 mins ago
PA
BDC Service Representative (Brampton North Nissan)
Performance Auto Group
Brampton, ON
- Full-time
Accomplish all daily, weekly, and monthly goals as established by the Service Manager.
Added 24 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Terrace, BC
- Full-time
…investigations, escalates information to the Market Loss Prevention Manager in accordance with Company guidelines. Conducts or supports investigations related to internal theft, external…

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

Apply About employer

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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