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Added 1 hour ago
CC
Teamcenter PLM Consultant
Cuatro Consulting Inc.
Mississauga, ON
- Full-time
Company Description Cuatro Consulting Inc. specializes in business and technology transformation, helping organizations modernize operations for sustainable growth. The company delivers…
Added 1 hour ago
O
Sr. Software Developer
OpenText
Richmond Hill, ON
- Full-time
The Senior Software Developer is a hands-on technical contributor and emerging technical lead who designs, develops, and supports Java and Spring Boot microservices running on Google Cloud…
Added 1 hour ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
…technology initiatives across enterprise data platforms, financial systems transformation, and AI-assisted software delivery workflows. Operating at the intersection of modern analytics and…
Added 1 hour ago
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RQ11727 - Systems Testing/QA Specialist - Senior
Maarut
Toronto, ON
- Contract
identified individuals within the program areas and the major business
Added 1 hour ago
RB
Network Operations Analyst
Royal Bank of Canada
Toronto, ON
- Full-time
…AI-driven monitoring platforms and the ability to maintain business continuity during critical infrastructure failures and…
Added 1 hour ago
PN
Salesforce Developer
Panasonic North America
Mississauga, ON
- $50 to $58 CAD / hour
- Full-time
Develops and supports integrations between Salesforce and internal/external systems to ensure reliable data exchange and business continuity.
Added 1 hour ago
PN
Salesforce Developer
Panasonic North America
Mississauga, ON
- $50 to $58 CAD / hour
- Full-time
Develops and supports integrations between Salesforce and internal/external systems to ensure reliable data exchange and business continuity.
Added 1 hour ago
T
Quality Assurance Engineer
Trulioo
Remote, Canada
- $85,000 to $95,000 CAD / year
- Full-time
- Remote
…that can verify more than 5 billion people and 700 million business entities spanning 195…
Added 1 hour ago
RI
Associate Product Manager (Accounting)
Remarcable, Inc.
Remote, Canada
- $90,000 to $120,000 CAD / year
- Full-time
- Remote
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 2 hours ago
EN
Principal Wireless SW Engineer
Extreme Networks
Toronto, ON
- Full-time
The Principal Wireless Software Engineer is a senior technical leader responsible for resolving the most complex and business-critical customer issues escalated through the Global Technical…
Added 2 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Modernizing the global finance operating model through standardization, simplification, automation, and continuous improvement.
Added 2 hours ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
The Finance Director serves as a strategic business partner to the Leadership Team in support of Husky’s Global Service Business and Customer Success Management strategy. This role provides…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
We are looking for a high-impact Finance Manager FP&A to act as a true business partner to our Product Line leadership team.
Added 2 hours ago
HT
Designer, Development (Electrical)
Husky Technologies
Bolton, ON
- Full-time
Husky Technologies™ is a global leader in the design and manufacture of high-performance injection molding systems and automated manufacturing solutions. Engineers at Husky work on new…
Added 2 hours ago
Asset Investment Analyst
Toronto Hydro
Toronto, ON
Identifies workflow automation opportunities utilizing available tools and systems (e.g., Alteryx)
Added 3 hours ago
S
Software Engineering SMTS
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
…looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it…
Added 3 hours ago
TC
Oracle Integration Cloud (OIC) Developer
The Citco Group Limited
Toronto, ON
- Full-time
As an Oracle Integration Cloud (OIC) Developer, you will be responsible for designing, developing, deploying, supporting, and optimizing Oracle Integration Cloud solutions that integrate…
Added 3 hours ago
A
Technical Documentation & BOM Specialist
Actalent
Ottawa, ON
- $30 to $50 CAD / hour
- Contract
The role is based within the NPI Test engineering team, housed in a 425,000-square-foot campus in the Kanata North Business Park. The facility supports a collaborative environment with over…
Added 3 hours ago
M
RQ11819 - Software Developer - Senior
Maarut
Toronto, ON
- Contract
Required to translate technical systems specifications into
Added 3 hours ago
Sr. Network Designer
Rogers Communications
Brampton, ON · Toronto, ON
The successful candidate will combine strong RAN engineering fundamentals with data-driven optimization, automation, and cross-domain collaboration to achieve desired outcomes. You will…
Added 3 hours ago
CC
Technical Support Analyst
Colas Canada Inc.
St. Albert, AB
- Full-time
Provide technical support and administration for our business-critical systems, including:
Added 3 hours ago
T
Quality Assurance Engineer
Trulioo
Vancouver, BC
- Full-time
…that can verify more than 5 billion people and 700 million business entities spanning 195…
Added 4 hours ago
C
Application Programmer
Collabera
Mississauga, ON
- $70 to $80 USD / hour
- Full-time
…deployment, CI/CD expertise, and the ability to translate ambiguous business requirements into scalable, secure, and reliable technical…
Added 4 hours ago
SS
Technical Sales & Business Development Representative- MB & SK
Shreem Systems & Solutions Pvt. Ltd
Brandon, MB
- Full-time
Shreem Systems & Solutions is a Canadian industrial automation, instrumentation and electrical construction & service provider offering end-to-end solutions in electrical, instrumentation,…
Added 4 hours ago
ES
Acheteur(euse) de catégorie - Montréal | Category Buyer - Montreal
Equans Services Canada & US
Montreal, QC
- Full-time
Equans designs, installs, and delivers customized solutions to improve its customers’ equipment, systems and technical processes and optimize their use in the context of their energy,…

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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