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Added 29 mins ago
Technical Services Manager
Rentokil Initial
Vancouver, BC
…performing site assessments, risk analysis, and supporting Operations through coaching and solution development. The TSM identifies improvement opportunities and works with Operations at…
Added 29 mins ago
Technical Services Manager
Rentokil Initial
Surrey, BC
…performing site assessments, risk analysis, and supporting Operations through coaching and solution development. The TSM identifies improvement opportunities and works with Operations at…
Added 59 mins ago
JG
Marketing Business Development Manager
Jupiter Global Bio-Research Inc.
AB · Edmonton, AB
- Full-time
Role Description The Marketing Business Development Manager is a full-time, on-site role based in Edmonton, AB. This position is responsible for identifying and developing new business…
Added 59 mins ago
RI
Technical Services Manager
Rentokil Initial
Surrey, BC
- Full-time
…performing site assessments, risk analysis, and supporting Operations through coaching and solution development. The TSM identifies improvement opportunities and works with Operations at…
Added 59 mins ago
RI
Technical Services Manager
Rentokil Initial
Vancouver, BC
- Full-time
…performing site assessments, risk analysis, and supporting Operations through coaching and solution development. The TSM identifies improvement opportunities and works with Operations at…
Added 2 hours ago
RD
Data Creation Analyst - Entry Level
Randstad Digital
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reporting directly to the Operations Manager, the Data Creation Analyst will be responsible for generating proprietary data by retrospectively analyzing video footage of sporting events…
Added 2 hours ago
O
Sr. Software Developer
OpenText
Richmond Hill, ON
- Full-time
At OpenText, AI is at the heart of everything we do - powering innovation, transforming work, and empowering digital knowledge workers. We are hiring talent AI can't replace to help us…
Added 2 hours ago
RD
Technical Project Manager - AI
Randstad Digital
Montreal, QC · Greater Montreal Metropolitan Area
- $70 to $90 CAD / hour
- Contract
A top-tier financial institution is seeking an accomplished Senior Technical Project Manager to orchestrate high-impact technology initiatives across enterprise data platforms, financial…
Added 2 hours ago
M
RQ11741 - Product Manager - Senior
Maarut
Toronto, ON
- Contract
Product Manager guides discovery, defines product outcomes, manages the
Added 2 hours ago
RB
Relationship Manager, Business Market
Royal Bank of Canada
Ottawa, ON
- Full-time
Champion digital enablement and be an advocate of RBC mobile and online applications, enable our clients to engage with RBC through the channel of choice
Added 2 hours ago
L
Chef.fe de Produit Marketing YSL - Product Marketing Manager YSL
L'Oréal
Montreal, QC
- Full-time
…sustained commercial performance alongside Sales, Supply Chain, and Digital…
Added 2 hours ago
OT
Principal Product Manager (AI)
Open Text Corporation
Richmond Hill, ON
- Other
OpenText is looking for a dynamic and experienced AI principal product manager to define and deliver our market leading Intelligent Fax Aviator solution from OpenText as part of the Digital…
Added 3 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 3 hours ago
C
Senior Manager, Delivery Portfolio Management (OneStream)
Clearsulting
Toronto, ON
- Full-time
Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and…
Added 3 hours ago
OM
Spécialiste en acquisition de talents
Omnicom Media
Montreal, QC
- Full-time
…media planning, business strategy, project management, and digital and audio & video…
Added 4 hours ago
BT
Senior Manager Level 3
Baker Tilly Canada
Owen Sound, ON
- Full-time
We are looking for a Senior Manager Level 3 to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 4 hours ago
S
Gestionnaire principal.e, Processus et produit // Senior Manager, Process & Product
SSENSE
Montreal, QC
- Full-time
7 ans ou plus d’expérience en gestion de produit, en ingénierie des processus d’affaires ou en opérations numériques (idéalement dans l’écosystème du commerce électronique ou des…
Added 5 hours ago
KD
Marketing Assistant
Kingston Destination Group
Kingston, ON
- Contract
…early December so the successful candidate can experience our operations first hand through a handful of shifts during the Christmas Trolley season. Additional training shifts will take…
Added 5 hours ago
ET
Technical Program Manager
Envision Technology Solutions
Toronto, ON
- Full-time
The role will serve as the primary coordination point between Product, Engineering, Architecture, Operations, Compliance, Finxact, SC Trust, INDX, and external banking partners to ensure…
Added 5 hours ago
RP
Pharmacy Client Engagement Representative
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $46,398 to $50,000 CAD / year
- Full-time
Reporting to Manager, Pharmacy Patient Contact Centre, the Pharmacy Client Engagement Representative will be responsible for contacting and engaging Rexall pharmacy clients, client’s…
Added 5 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness of…
Added 6 hours ago
LI
Senior Product Manager
Lotus IT Solutions
Toronto, ON
- Contract
Demonstrated experience defining product vision, strategy, roadmaps, outcomes, and backlogs for complex digital products or enterprise platforms.
Added 6 hours ago
FO
IT Business Systems Administrator
Focus on the Family Canada
Langley (District), BC · Langley, BC
- Internship
…systems and serves as the link between ministry teams, business operations, technology platforms, and external vendors. A s a trusted technical partner, you will translate operational needs…
Added 6 hours ago
ES
Maintenance Technician II - Building Operator
Equans Services Canada & US
Surrey, BC
- Full-time
…optimize their use in the context of their energy, industrial and digital transitions. Equans is a Bouygues group…
Added 6 hours ago
T
Indirect Tax Manager - Canada
TikTok
Toronto, ON
- Full-time
Indirect Tax Manager will serve as the lead indirect tax resource for the Company's Canadian operations. This is a highly hands-on role responsible for managing the full spectrum of…

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.

Apply About employer

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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