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Added 13 mins ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
…with both internal and external customers via telephone and email to provide rapid diagnosis and resolution of P1 issues in accordance with service level standards. Provides functional…
Added 13 mins ago
P
Client Services Associate - January 2027
proSapient
Toronto, ON
- $55,000 to $75,000 CAD / year
- Full-time
Working closely with the Client Services Manager, you will take full ownership of client requests from the initial brief through to identifying, engaging, and qualifying relevant experts.…
Added 13 mins ago
HH
Fredericton Medical Laboratory Assistant/Phlebotomist (3041) PCN 1150994
Horizon Health Network
Fredericton, NB
- Full-time
…you are selected for testing, you will be contacted via the email address provided on your application. The official results will be shared with the candidate, Human Resources and the…
Added 13 mins ago
VI
Immigration Case Manager
Verge Immigration Services Inc. | Licensed Foreign Worker Recruiters in Canada
Winnipeg, MB
- Full-time
We're hiring a senior Case Manager to own our files from retainer to decision. You'll run the deadline tracker, lead our case workers, and make sure every file that reaches the RCIC is…
Added 13 mins ago
PM
Clinical Education Manager
Pride Mobility Products Corporation
Canada
- Full-time
Added 13 mins ago
ML
Senior Manager, HR Ops & Labour Relations
Maple Leaf Foods Inc
Mississauga, ON
- $122,000 to $172,000 CAD / year
- Full-time
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Added 13 mins ago
SO
Community Associate
Spaces. offices | co-working | meeting rooms.
Montreal, QC
- Full-time
The mail arrives. You sort through it while dealing with a whole host of other customer requests, remembering to email the customer from earlier to let him know his package is waiting for…
Added 13 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
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Added 13 mins ago
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BDC Service Representative (Brampton North Nissan)
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Brampton, ON
- Full-time
Communicate effectively by telephone and email with customers (both inbound and outbound communication).
Added 13 mins ago
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Sales Arborist
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- Full-time
…the local Davey Tree team. In partnership with the District Manager and a solid team at the local office, you will work with current clients and look to establish new ones using our storied…
Added 13 mins ago
S
Patient Care Coordinator, BC Mental Health and Substance Use Services
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- Full-time
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Added 13 mins ago
ML
Project Manager
Maple Leaf Foods Inc
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- Full-time
Comprehensive tuition reimbursement program that supports continuous learning and development of our team members through investment in eligible degrees, diplomas, professional…
Added 13 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 13 mins ago
C
Senior Property Manager
CBRE
Toronto, ON
- Full-time
As a CBRE Senior Property Manager, you will be responsiblefor supervising the team responsible for all operational and financialactivities of large portfolios of properties.
Added 14 mins ago
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BOH Supervisor Windermere
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- Part-time
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Added 14 mins ago
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Food & Beverage – Cafe Manager, A-OK Cafe (Front of House)
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Winnipeg, MB
- $70,000 to $140,000 CAD / year
- Full-time
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Added 28 mins ago
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Saint John Administrative Support (Clinical) (1025) PCN 1258745
Horizon Health Network
Saint John, NB
- Full-time
…you are selected for testing, you will be contacted via the email address provided on your application. The official results will be shared with the candidate, Human Resources and the…
Added 28 mins ago
TS
Spiritual Care Advisor
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Vancouver, BC
- Full-time
Liaises closely with the Resident Services Manager and nursing staff in Heights regarding resident wellbeing.
Added 28 mins ago
ML
Maintenance Manager
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- Full-time
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Added 28 mins ago
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Program Manager, Canadian Shared Services
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- Full-time
Reporting to the VP, Canadian Shared Services, the Program Manager acts as a strategic partner and is responsible for enabling the effective execution of strategic and operational…
Added 28 mins ago
J
Senior Manager, Integrated Marketing
Jobgether
Canada
- $105,000 to $134,700 CAD / year
- Full-time
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Manager, Integrated Marketing based in Canada.
Added 28 mins ago
SC
Senior Manager – Systems Requirements
SYSTRA Canada
Toronto, ON
- Full-time
The Senior Manager, Systems Engineering Management (Requirements) is responsible for leading requirements management activities across the GO Expansion program and ensuring effective…
Added 28 mins ago
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Respiratory Therapist - Repost
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- Full-time
Under the general supervision of the Manager (or designate), the incumbent provides therapeutic, diagnostic, technical and teaching respiratory therapy services consistent with discipline…
Added 28 mins ago
MR
Homestay Coordinator - Temporary
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- Temporary
Keeps informed of homestay issues and policy decisions within and outside the district and keeps the Manager and other program staff informed.
Added 28 mins ago
YA
Bilingual French Inbound Customer Engagement Specialist- Hybrid
Yoh, A Day & Zimmermann Company
Vancouver, BC
- $30 USD / hour
- Contract
This team responds to inbound inquiries via chat, phone and email by ascertaining the nature of the inquiry (prospective customer, service or general inquiry); obtaining lead qualification…

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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