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Added 9 mins ago
J
Manager of Payroll and Benefits (Global)
Jobgether
Canada
- $110,000 to $140,000 CAD / year
- Full-time
…compensation and a consistent, supportive benefits experience. As Manager of Payroll and Benefits, you will oversee end-to-end payroll operations across Canada, the United States, the…
Added 22 mins ago
SQ
Team Lead, Billing & Payment Services
Sunlife Québec
Montreal, QC
- Full-time
Reporting to the Manager, Billing & Payment Services, you will lead a team of approximately five employees in a hybrid work environment. You will be responsible for coaching, performance…
Added 22 mins ago
ME
Project Scheduler
Morson Edge (Canada)
Welland, ON
- $70,000 to $90,000 CAD / year
- Full-time
We are seeking an experienced Project Scheduler to support construction and fabrication projects. Reporting to the Area Manager and Production Supervisor, the Project Scheduler will work…
Added 23 mins ago
DT
Transportation Manager
DBI Transport
AB · Edmonton, AB
- Full-time
D.B.I. Dry-Blast Inc. is seeking an experienced and organized Transportation Manager to oversee and coordinate the company's transportation operations in Edmonton, Alberta. The successful…
Added 23 mins ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Reporting to the Restaurant Manager is responsible to provide leadership with the team and takes ownership of daily operations. The ability to react to situations that need a sense of…
Added 23 mins ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the…
Added 23 mins ago
CL
Organizational Design Consultant
Community Living BC
Vancouver, BC
- Full-time
Reporting to the Manager, Organizational Design, Compensation & People Analytics, this role offers an opportunity to influence how work is organized across CLBC, helping teams operate…
Added 23 mins ago
OT
Restaurant Assistant Manager
One Therapy Network
Langford, BC
- Full-time
The Assistant Manager supports full restaurant operations, guest experience, financial performance, and team development. Responsibilities align with NOC 60030, including planning,…
Added 23 mins ago
FC
Contract Manager
FCC Construcción
Toronto, ON
- Contract
Ensure Contract management KPIS are reported as per reporting deadlines including gathering the inputs from Key supplier Contract Managers and Insurance Managers.
Added 23 mins ago
DP
Property Manager
Drake Property Management
Hamilton, ON
- $70,000 to $75,000 CAD / year
- Full-time
The Property Manager is responsible for the operational, financial, and resident experience performance of a portfolio of multifamily residential properties.
Added 23 mins ago
H
Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
Serve as Client Manager for selected strategic accounts, maintaining executive-level relationships and a current understanding of each client’s organization, assets, priorities and upcoming…
Added 23 mins ago
H
Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
Serve as Client Manager for selected strategic accounts, maintaining executive-level relationships and a current understanding of each client’s organization, assets, priorities and upcoming…
Added 23 mins ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
▪ Conduct property inspections and is responsible for annual Building Condition reporting
Added 23 mins ago
KR
Junior Accounts Payable Specialist
Kassen Recruitment
Brampton, ON
- Full-time
Reporting to the Finance Manager, you will play a key role in managing the accounts payable function, ensuring timely payment processing, maintaining vendor relationships, and supporting…
Added 23 mins ago
BG
Senior Service Retention Specialist
BMW Group
Richmond Hill, ON
- Full-time
…level. Examples: Collaborate with the other departments i.e. BMW Financial Services or Pre-owned on opportunities to increase customer purchases of Service Inclusive at the time of vehicle…
Added 23 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Terrace, BC
- Full-time
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention…
Added 23 mins ago
R-
Assistant Store Manager - Cornerstone Lloydminster
RCL - Reitmans Canada Ltd/Ltée
Lloydminster, AB
- Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 23 mins ago
J
Principal Platform Product Manager - Billing & Authentication
Jobgether
Canada
- $148,782 to $185,977 USD / year
- Full-time
…consistent source of truth across systems. Enable accurate financial reporting, revenue recognition, and audit reconciliation while partnering with Finance and data teams on reporting…
Added 23 mins ago
KR
Finance Manager
Kassen Recruitment
Concord, ON
- Full-time
We're recruiting a Finance Manager for an opportunity that combines technical accounting expertise with financial planning, reporting, and strategic business partnership. This role is well…
Added 23 mins ago
DG
Food Service Supervisor
Dexterra Group
Mississauga, ON
- Full-time
…established standards. This role also performs the administrative and financial duties for the unit such as ordering and resolving discrepancies with suppliers and customers, creation and…
Added 23 mins ago
G-
District Manager - Industrial & Vacuum Services
GFL - Sewer Technologies Division
Surrey, BC
- Full-time
The District Manager leads and grows the newly integrated Industrial & Vacuum Services division across the district, ensuring high standards in hydro excavation, hazardous and non-hazardous…
Added 23 mins ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
Direct field work, inform Manager(s) of the engagement status.
Added 23 mins ago
WC
(CAN) Asset Protection Associate
Walmart Canada
Halifax, NS
- Full-time
Investigates incidents of financial and physical shrink and communicates findings to Store Leadership. For internal investigations, escalates information to the Market Loss Prevention…
Added 23 mins ago
NV
Project Manager (ID#5557)
New Value Solutions
Richmond, BC
- Contract
Develop financial forecasts, track actuals and variances, support financial reporting, and maintain project budget controls.
Added 23 mins ago
HW
Portfolio Administrator
Harbourfront Wealth Management
Vancouver, BC
- Full-time
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $22 billion in assets under…

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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