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Added 47 mins ago
FD
Experienced Collections Specialist - Banking & Government
Financial Debt Recovery Limited (FDR)
Richmond Hill, ON
- Full-time
Role Description The Experienced Collections Specialist is a full-time, on-site role based in Richmond Hill, ON. This position is responsible for contacting customers by phone, email, and…
Added 47 mins ago
SD
Specialist, Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
The Patient Care Specialist (PCS) is the single point of contact for patients enrolled in a patient support program. The PCS is responsible for ensuring program service offerings are…
Added 47 mins ago
H
Global Mining Practice Business Development Leader
HDR
Corner Brook, NL
- Full-time
Shape Market Strategy: Translate commodity outlooks, regional investment patterns, regulatory drivers and client capital plans into focused account, geography and service-line priorities.
Added 1 hour ago
Technical Services Manager
Rentokil Initial
Vancouver, BC
Develop Rentokil Specialist to be the most competent pest control specialist in the industry through in-field coaching and by utilizing current Rentokil programs, including a) Rentokil…
Added 1 hour ago
Technical Services Manager
Rentokil Initial
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Added 1 hour ago
RI
Technical Services Manager
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Added 1 hour ago
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Technical Services Manager
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- Full-time
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Added 3 hours ago
SD
Specialist, Patient Care
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
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Added 3 hours ago
FS
Reality TV Producer / Director for Original reality series | Pilot material & Netflix pitch | Paid project engagement
FUTURA SOUND
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- Internship
This role combines unscripted development, field producing, directing and editorial leadership for the first 2–3 completed episodes, supported by a treatment and pitch package. The scope is…
Added 3 hours ago
SG
People & Culture Coordinator
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Toronto, ON
- Full-time
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Added 3 hours ago
J
Digital Marketing Specialist, Search
Jobgether
Canada
- $55,000 to $60,000 CAD / year
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Digital Marketing Specialist, Search based in Canada.
Added 3 hours ago
C
Infirmière Gestionnaire de Cas Bilingue/ Bilingual Nurse Case Manager -15-Month
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- Full-time
Collaborate with the reimbursement specialist and the physician to secure funding for their patient’s therapies and explore alternative funding options;
Added 4 hours ago
S
Product Specialist - Risk and Performance
SimCorp
Toronto, ON
- Full-time
Simcorp is currently seeking a qualified experienced professional to join our Product Specialist team as a full-time employee, based in our New York or Toronto office to support our growth…
Added 5 hours ago
CH
Senior Payroll & Benefits Administrator
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London, ON
- Full-time
We have an immediate opening for a Senior Payroll & Benefits Specialist to join our Global manufacturing HR team. The Payroll & Benefits Specialist is responsible for the accurate and…
Added 5 hours ago
A
Validation Specialist
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Cambridge, ON
- $35 to $50 CAD / hour
- Contract
We are seeking a Validation Specialist to support the qualification and validation of automated manufacturing equipment used in GMP-regulated Life Science environments. This role is…
Added 5 hours ago
A
Validation Specialist
Actalent
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- $35 to $50 CAD / hour
- Contract
We are seeking a Validation Specialist to support the qualification and validation of automated manufacturing equipment used in GMP-regulated Life Science environments. This role is…
Added 5 hours ago
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- Full-time
The Specialist, Regional Long-Term Ventilation plays a critical role in the coordination across all health sectors regionally of home mechanical ventilation including patient transitions;…
Added 5 hours ago
OT
Assistant Teaching Professor - Medical Laboratory Sciences
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- Full-time
…record of professional work experience in the medical laboratory field (equivalent certification may be considered). Applicants must be registered (or eligible for registration) with the…
Added 5 hours ago
DC
International Enrolment Operations Coordinator
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Added 5 hours ago
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Added 6 hours ago
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Added 6 hours ago
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Altruck International Truck Centres is seeking an experienced Lease & Rental Administrative Specialist for our Idealease team to provide key administrative support to our Leasing, Rental,…
Added 6 hours ago
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Therapy Support Assistant
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…Classrooms are CASA’s model for school-based mental health service. The program is delivered in partnership with the Government of Alberta, community partners and school…
Added 6 hours ago
O
Associate Production Support Specialist
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As an Associate Product Support Specialist, you will provide technical and account support to clients, troubleshoot complex issues, and contribute to the success of both the business and…
Added 7 hours ago
MD
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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.

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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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