Client Service Associate
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 2-5 years of experience in financial services, investment management, wealth management, or a related field.
- Posting language
- English
- Posted
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
We sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.
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.
- 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 sincerely thank all applicants for their interest, however only those in consideration for the opportunity will be contacted.
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
Categories
- Finance & Accounting
- Customer Service & Support
- Marketing
- Sales
- Administrative
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