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Added 10 mins ago
T
Senior Program Manager, Talent Development
Twilio
Remote, Canada
- Full-time
- Remote
Join the team as Twilio’s next Sr. Program Manager, Talent Development
Added 23 mins ago
CS
Journeyperson Bus Mechanic - SEIU (1.0 Perm) - Shaunavon Bus Garage #4166
Chinook School Division #211
Shaunavon, SK
- Full-time
Maintain effective communications with the transportation team
Added 24 mins ago
DB
Sales Coordinator
DoubleTree by Hilton
Toronto, ON
- Full-time
Send confirmation and literature requests or reply via e-mail, facsimile or administrative message when requested. Answer all reservations and communications.
Added 24 mins ago
RF
Store Assistant Manager (Barrie)
Real Fruit Bubble Tea
Barrie, ON
- Full-time
…our team and grow with us, and we can build you up from store manager to regional manager and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging…
Added 24 mins ago
SC
Manager, People & Culture
SiriusXM Canada
Toronto, ON
- Full-time
The Manager, People & Culture works with the Human Resources management team to support key HR programs and services, including employee relations, recruitment, onboarding and offboarding,…
Added 24 mins ago
SS
Experienced Agency Account Manager
Social Star
Collingwood, ON
- Full-time
Role Description The Experienced Agency Account Manager is a full-time role responsible for managing and growing a portfolio of small business clients, ensuring their marketing strategies…
Added 24 mins ago
AI
Account Manager
Accuenergy Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Strong written communication. The role produces written customer-facing communications, account plans, internal briefs, and improvement proposals continuously, often as the primary mode of…
Added 24 mins ago
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Gestionnaire Cybersécurité - Gouvernance, Risques et Conformité (GRC)
TALTEK | TALENT in TECHNOLOGY
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Bilinguisme requis (français/anglais) pour des communications quotidiennes hors Québec.
Added 24 mins ago
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R&D Tax Client Delivery Manager
Boast
Montreal, QC
- Full-time
As a Client Delivery Manager, you’ll lead the successful delivery of R&D tax credit claims for a portfolio of companies across Canada and the U.S.
Added 24 mins ago
GC
Digital Marketing Specialist – Paid Media (Google & Meta Ads)
Gestalt Communications
Oakville, ON
- Full-time
Gestalt Communications is an Oakville-based communications firm working across branding, design, web development and copywriting for clients in a range of industries.
Added 24 mins ago
TP
Senior Representative, CX Strategy Activation
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Manager, Customer Experience and Insights, you will activate Toronto Pearson’s customer experience strategy by embedding customer-centric practices, programs and governance…
Added 24 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…of Saint John and under the direct supervision of the Growth Manager, the Growth Coordinator will be a champion for growth in Saint…
Added 24 mins ago
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Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
At HDR, we bring together mining, water, environmental, transportation, power, industrial architecture, communications and advisory expertise to solve complex challenges across the mine…
Added 24 mins ago
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Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
At HDR, we bring together mining, water, environmental, transportation, power, industrial architecture, communications and advisory expertise to solve complex challenges across the mine…
Added 24 mins ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
▪ Provide Incident management for breakdowns, communications, escalation, and corrective actions for assigned areas of responsibility.
Added 24 mins ago
ES
Mobilization & P3 Strategy Manager - Toronto
Equans Services Canada & US
Toronto, ON
- Full-time
Equans is looking for a Mobilization & P3 Strategy Manager in toronto!
Added 24 mins ago
S
Patient Care Coordinator, BC Mental Health and Substance Use Services
Sanya’k̓ula
Vancouver, BC
- Full-time
…staff training and development. Assists the Clinical Services Manager (CSM)/Designate with performing administrative duties and coordinates staffing, scheduling and clinical research…
Added 24 mins ago
NV
Project Manager (ID#5557)
New Value Solutions
Richmond, BC
- Contract
New Value Solutions, a national IT consulting company, is seeking an experienced functional Project Manager to lead the design and implementation of complex, cross-functional business…
Added 24 mins ago
TU
Academic and Career Advisor
The University of British Columbia
Kelowna, BC
- $7,158.42 to $10,292.25 CAD / month
- Part-time
This position works independently and with initiative under the general supervision of the Manager, Academic & Career Advising. This position provides consultation to Associate Deans, and…
Added 24 mins ago
CL
General Manager - Off Campus
Campus Living Centres
Waterloo, ON
- Full-time
The General Manager oversees all aspects of the community including: management of tenant relations, front desk, office administration, housekeeping, maintenance, finance, human resources,…
Added 24 mins ago
H
Global Mining Practice Business Development Leader
HDR
Victoria, BC
- Full-time
At HDR, we bring together mining, water, environmental, transportation, power, industrial architecture, communications and advisory expertise to solve complex challenges across the mine…
Added 24 mins ago
ML
Project Manager
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
Excellent interpersonal communications skills at all levels
Added 24 mins ago
L
Responsable principal(e), Opérations & Intégration des TI // IT Operations & Integration Lead
LiveBarn
Boisbriand, QC
- Full-time
…(mailboxes, file storage, SSO identity/MFA, domain cutovers, employee…
Added 24 mins ago
H
Global Mining Practice Business Development Leader
HDR
London, ON
- Full-time
At HDR, we bring together mining, water, environmental, transportation, power, industrial architecture, communications and advisory expertise to solve complex challenges across the mine…
Added 24 mins ago
LM
Coordonnateur(trice) des soins aux patients non chirurgicaux et gestionnaire des opérations / Non-Surgical Patient Care Coordinator & Operations Manager
La Maison MD
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Coordonner les consultations, les traitements, les suivis et les communications avec les patients.

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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