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Added 2 mins ago
H
Global Mining Practice Business Development Leader
HDR
Vancouver, BC
- Full-time
Support the Mining Practice Lead in development of growth priorities and investment decisions for the Industrial Resources Business Group leadership and regional operations.
Added 2 mins ago
MD
Office & Admin Specialist Sr
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Office and Administrative Specialist, Senior
Added 2 mins ago
TC
IT Asset Specialist
TMC Canada
Montreal, QC
- Full-time
Partner with asset owners, technology teams and process owners to implement controls and embed them into business-as-usual workflows, tooling and governance routines.
Added 2 mins ago
GH
Senior Proposal & Pursuit Specialist
Gow Hastings Architects
Toronto, ON
- Full-time
We have an immediate opening for a Senior Proposal and Pursuit Specialist to join our Toronto-based, award-winning architecture and interior design studio. We’re on the lookout for a…
Added 2 mins ago
KS
Change Management Specialist
Kelly Services (Canada), Ltd.
Toronto, ON
- Contract
HR Specialist III – Enterprise Change Management Lead
Added 2 mins ago
DC
Technical Support Specialist, Helpdesk
Defence Construction Canada
Ottawa, ON
- Full-time
The Technical Support Specialist, Helpdesk, provides information technology (IT) support to all staff for laptops, desktops, printers, operating software, application software, networks,…
Added 2 mins ago
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Account Representative (Incented Sales Rep) Directwest
SaskTel
Regina, SK
- Full-time
…digital marketing strategies, but you will also act as a Media Specialist for our clients. Your role will center on designing and selling impactful digital marketing solutions, including…
Added 2 mins ago
CC
Automotive HVAC product engineer
Crestline Coach Ltd.
Saskatoon, SK
- Full-time
…Saskatoon. This role will serve as Crestline’s subject-matter specialist for automotive HVAC systems and support HVAC design requirements across multiple vehicle-development…
Added 2 mins ago
SB
Event Sales Specialist
Splitsville Bowl
AB · Edmonton, AB
- Full-time
Join Splitsville as a Event Sales Specialist and in return you'll get:
Added 2 mins ago
RU
Senior On-Site Service Specialist, Hospitality
Ricoh USA, Inc.
Montreal, QC
- Full-time
…deliver the services, solutions, and technologies that empower business success. We are looking for talented, inspired individuals to join us to help drive high-performance team and our…
Added 2 mins 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 2 mins ago
SE
Specialist, Business Development & Events - Calgary
Stikeman Elliott LLP
Calgary, AB
- Full-time
TheStikeman Elliott is seeking a Specialist, Business Development & Events to join our team in Calgary. This role is suited for an individual with three to five years of relevant…
Added 2 mins ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- $30 USD / hour
- Contract
Develop and maintain good understanding of target’s business and products
Added 2 mins ago
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Business Process Owner & General Accounting Specialist
ABB
Montreal, QC · Saint-Laurent, QC
- Full-time
…reporting, and consolidation expertise. Each day, you will support in accounting and reporting matters to business/reporting units through resolution of accounting and reporting questions,…
Added 2 mins ago
BS
Customer Operations Representative I
Boston Scientific
Ottawa, ON
- Full-time
The goal of the Customer Support Specialist is to make it easy for healthcare providers to experience the benefits of our products and expertise through hassle-free customer service that…
Added 2 mins ago
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Communications Specialist
Kelly
Toronto, ON
- Contract
We are seeking an experienced Communications Specialist to support executive communications, stakeholder engagement, and strategic content management within a large enterprise environment.…
Added 2 mins ago
IP
Inventory and Materials Specialist
InterPro Pipe + Steel
AB · Edmonton, AB
- Full-time
…each other to ensure growth and ultimately success for the business and our…
Added 2 mins ago
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Process Documentation Specialist (2-Year Contract)
City of Markham
Markham, ON
- $83,093 to $104,793 CAD / year
- Contract
Reporting to the Manager, IT Project Delivery, the Process Documentation Specialist is responsible for analyzing, documenting, and standardizing end-to-end business processes and system…
Added 2 mins ago
FC
Commercial Specialist
FCC Construcción
Toronto, ON
- Full-time
We offer a competitive total rewards package designed to support your health, well-being, and long-term success. Our employees benefit from comprehensive health and wellness coverage,…
Added 3 mins ago
FC
Accounts Payable Specialist
FCC Construcción
Toronto, ON
- Full-time
We offer a competitive total rewards package designed to support your health, well-being, and long-term success. Our employees benefit from comprehensive health and wellness coverage,…
Added 3 mins ago
FC
Talent Development Specialist
Federated Co-operatives Limited
Medicine Hat, AB
- Full-time
…individual to join our Talent & Culture team as a Talent Development Specialist. This full-time, permanent position will be based on-site at our Business Support Centre in Medicine Hat,…
Added 3 mins ago
RP
Microsoft 365 Specialist - SharePoint, Teams
RWC Partners Inc.
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…implementing governance, security, and lifecycle management. The specialist will troubleshoot issues, optimize performance, provide user training, and document standards, procedures, and…
Added 3 mins 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 3 mins ago
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IT Support Specialist
BGIS
Markham, ON
- Full-time
The IT Support Specialist serves as the first point of contact for employees and customers requiring technical assistance. This role is responsible for providing timely, professional, and…
Added 3 mins ago
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Specialist, Counterparty Credit Risk
Wealthsimple
Canada
- Full-time
As a Specialist, Counterparty Credit Risk, reporting to the Manager, Counterparty Credit Risk you will join our Credit Risk Operations team to help build and operationalize a centralized…

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.

Apply About employer

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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