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Added 8 mins ago
R
Senior Relationship Manager, Real Estate, SME- EN
RBC
Blainville, QC
- Full-time
…expertise, and knack for client service, sets the stage for…
Added 8 mins ago
Senior Craft Recruiter
PCL Construction
Edmonton, AB
…you’ll have the opportunity to collaborate with the workforce manager and project teams to assess skilled craft labour requirements for active…
Added 8 mins ago
HR
Warranty Field Lead
Hopewell Residential
Calgary, AB
- Full-time
This is a hands-on lead role that combines customer care, problem-solving and team collaboration. You'll support the day-to-day operations of the Warranty field team, help resolve homeowner…
Added 8 mins ago
C
Field & Infusion Nurse (RN - Casual Hours)
Cencora
Summerside, PE
- Part-time
Participate regularly in team web-based meetings/training sessions with the Business Area Manager, RNE and Nurse Champion to maintain and enhance professional practice standards.
Added 8 mins ago
BR
League Manager (Greater Toronto Area)
Brodie Rec League
Brampton, ON · Mississauga, ON · Oakville, ON · Toronto, ON · Vaughan, ON
- $50,000 to $80,000 CAD / year
- Full-time
Run your week without being chased. On non-game days you work independently. Keep your work visible to your District Manager through the CRM, the Season Success Checklist and weekly…
Added 8 mins ago
PC
Managed Services, Service Delivery Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC · Quebec, QC
- Full-time
As a Managed Services, Service Delivery Manager (Bilingual FR/EN), unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will be…
Added 23 mins ago
L
Assistant Manager, Guest Experience | Whistler Village
lululemon
BC · British Columbia, Canada
- Full-time
…in moving, growing, connecting, and being well. We owe our success to our innovative product, emphasis on stores, commitment to our people, and the incredible connections we make in every…
Added 23 mins ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Identify areas of concern: Work closely with the manager to identify and address areas of concern, whether from a KYC perspective or any other challenges the department is facing.
Added 23 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Added 23 mins ago
A
Director of Knowledge Management - NAMER
Ashby
Canada
- Full-time
You’ll set the vision, standards, and operating model that connect our customer-facing Help Center, internal Knowledge Base, and the self-service and in-app experiences built on them,…
Added 23 mins ago
U
Principal Sales Performance Coach
UKG
Canada
- Full-time
At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end…
Added 23 mins ago
P&
Specialist Manufacturing Level 1
Pratt & Whitney
Halifax, NS
- Full-time
…Our work and the quality of our products contribute to the success of our customers, who in turn save lives, support commerce, connect communities, and protect…
Added 23 mins ago
VR
PSW Personal Support Worker | Part Time
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Vaughan, ON
- Part-time
…others to provide the highest standards of performance and customer service. You will have abilities and customer service experience in a similar setting with skills and knowledge in the…
Added 23 mins ago
MC
Link Layer Integration Testing Manager (35387)
Myticas Consulting
Ottawa, ON
- Full-time
The Manager, Link Layer Integration, Verification & Validation is responsible for leading the end-to-end integration, verification, validation, and operational readiness of advanced…
Added 23 mins ago
TM
Wireless Store Manager
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Saint John, NB
- Full-time
…Canada’s leading wireless retailer. We are seeking a Store Manager who will guide customers towards their optimal phone and rate plan options that align with their unique…
Added 23 mins ago
C
Assistant Store Manager - Bayshore Shopping Centre
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Ottawa, ON
- $21 to $25 USD / hour
- Full-time
Team Support & Sales Coaching: Work alongside your Store Manager to train and motivate team members in achieving sales goals and delivering top-notch customer service.
Added 23 mins ago
C
Project Manager - contract
CBRE
Vancouver, BC
- Full-time
Impact a range of customer, operational, project, or service activities within own team and other related teams.
Added 23 mins ago
A
Assistant Parts Manager - Sherwood Park Volkswagen
AutoCanada
Sherwood Park, AB
- $50,000 to $75,000 CAD / year
- Other
The Assistant Parts Manager will assist in overseeing the day-to-day operations of the parts department, supporting inventory management, staff coordination, customer service, and vendor…
Added 23 mins ago
M
Account Manager
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- Full-time
Develop a strategy for best-in-class scalable customer expansion and customer success
Added 23 mins ago
CI
Banquet Assistant Manager
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Winnipeg, MB
- Full-time
We are seeking a highly motivated and experienced Assistant Banquet Manager to support banquet operations at Polo Park. This position offers an exciting opportunity for a hospitality…
Added 23 mins ago
A
Used Car Manager - Cambridge Hyundai
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Cambridge, ON
- $110,000 to $150,000 CAD / year
- Other
…Team Members, customers and operational excellence fuels our…
Added 23 mins ago
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Product Manager
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Toronto, ON
- Full-time
The Linedata Capitalstream Product Manager is responsible for managing Capitalstream product capabilities throughout the product lifecycle from initial concept and market research through…
Added 23 mins ago
RI
Senior Marketing Manager
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- $100,000 to $130,000 CAD / year
- Full-time
The Senior Marketing Manager, Canada, owns the full marketing strategy and execution for Rentokil Terminix. This is a hands-on leadership role for an ambitious, data-driven marketer who…
Added 23 mins ago
SL
Warehouse Associate
Sabre Ltd
Calgary, AB
- Full-time
…with a focus on quality, reliable execution, and long-term customer…
Added 23 mins ago
Stock Manager-Retail
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In addition to our customers, an intrinsic part of our success has always been the people who work here. Roots is a company in which you can grow and benefit from the great opportunities…

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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