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Added 25 mins ago
IG
Enterprise Change Management Manager
Insight Global
Vancouver, BC
- $60 to $70 CAD / hour
- Contract
Insight Global is looking for a Manager of Change Management to support one of our major retail clients.
Added 25 mins ago
IG
Enterprise Change Management Manager
Insight Global
Vancouver, BC
- Contract
Insight Global is looking for a Manager of Change Management for one of our major retail clients. The OE Enterprise Change Management Manager plays a pivotal role in driving the successful…
Added 25 mins ago
EC
Clinical Supervisor FT
EHN Canada
Carters Point, NB
- $80,000 to $95,000 CAD / year
- Full-time
The Clinical Supervisor works closely with the Executive Director, nursing, operations manager, and other members of the interdisciplinary team to promote coordinated, integrated, and…
Added 25 mins ago
PE
Industrial Water Treatment (Field) Project Manager
Proactive Environmental Solutions
Calgary, AB
- Full-time
We are seeking a dependable, mechanically skilled Field Project Manager to install, operate, maintain,
Added 25 mins ago
A
Directeur de service/Directrice de service
Agéco
Montreal, QC
- Full-time
Added 25 mins ago
A
Business Development Manager (Agriculture)
AdvancedAg
Raymond, AB
- Contract
AdvancedAg is seeking a results-driven Business Development Manager to identify, develop, and execute opportunities that support revenue growth, commercialization, and expansion into new…
Added 25 mins ago
O
Key account manager - foodservice
Olymel
Boucherville, QC
- Full-time
At Olymel, we believe in innovation, quality, and sustainable growth. We are looking for an Key account manager - foodservice to join our dynamic team. If you are motivated by the challenge…
Added 25 mins ago
CG
Environmental Services Housekeeping Supervisor
Compass Group Canada
Calgary, AB
- Full-time
Complete a monthly summary of the completed Compass Quality Assurance Program and submit to the District Manager, Unit Manager, Regional Director, Unit Manager and client.
Added 25 mins 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 55 mins ago
GL
Research Scientist - Product Development
Gay Lea Foods
Hamilton, ON
- Full-time
Reports to: Senior Manager, R&D Capabilities & Excellence
Added 55 mins ago
AI
Intermediate Mechanical Design Engineer
Aversan Inc.
Cambridge, ON
- $76,000 to $105,000 CAD / year
- Full-time
Assess the feasibility of using multiple machines for sequential operations
Added 55 mins ago
A
Accounting Supervisor
Altis
Toronto, ON · North York, ON
- $37 to $45 CAD / hour
- Contract
…is seeking a Supervisor, Accounting to oversee key financial operations and support ongoing business…
Added 1 hour 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 1 hour ago
MB
Inventory Coordinator
Martin Brower UK and Ireland
Baie-D'Urfé, QC
- Full-time
Physically review all on-hold product to verify accuracy, identify and address issues to the Warehouse Manager and to Corporate Office
Added 1 hour ago
HT
Operations Manager
Hydraulic Technologies
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
As Operations Manager, you will oversee day-to-day business operations while helping drive continuous improvement, customer satisfaction, and profitable growth. You will work closely with…
Added 1 hour ago
MD
Business Analyst Supervisor - Systems Analysis Unit Supervisor
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
…among stakeholders to understand the structure, policies, and operations of TRA, recommending solutions that drive project success and meet agency goals. This includes leading, mentoring,…
Added 1 hour ago
PM
Clinical Project Manager - CRO
Pharma Medica Research Inc.
Mississauga, ON
- $50,000 to $60,000 CAD / year
- Full-time
In cooperation with the following key individuals or their delegates; VP, Clinical Operations, VP, Lab Operations, VP, Scientific Affairs, and VP, QA, manage the progress of assigned…
Added 1 hour ago
DC
Program Leader (Environmental Services)
Defence Construction Canada
Halifax, NS
- Full-time
Manage operations of large and complex projects or programs for multiple service lines (e.g. develop and manage service level arrangements, manage contracts, carry out quality assurance…
Added 1 hour ago
CG
Operations Manager
Compass Group Canada
Smithers, BC
- Full-time
…housekeeping teams on site, facilitating efficient and collaborative operations. In partnership with the Executive Chef, responsibilities include overseeing meal preparation for crews or…
Added 1 hour ago
AW
Manager- Project / Client Services
Agilus Work Solutions
Paris, ON
- Full-time
Agilus by Synergie is recruiting for a Manager- Project/Client Services in the printing and manufacturing industry in Paris, Ontario.
Added 1 hour ago
RF
Logistics Coordinator
Real Fruit Bubble Tea
Markham, ON
- $19 to $23 CAD / hour
- Full-time
…team and grow with us, and we can build you up from regional manager to operations and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging yet…
Added 1 hour ago
TH
Department Supervisor Full Time (BARRIE)
The Home Depot Canada
Barrie, ON
- Full-time
…pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The…
Added 1 hour 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…
Added 1 hour ago
B
Specialist, Channel Compensation
Bell
Mississauga, ON
- Full-time
Reporting to the Senior Manager, Channel Compensation, the successful candidate will play a key role in overseeing the projects, financials, and analytics that drive our compensation…
Added 1 hour ago
O
Process Specialist
Olymel
Boucherville, QC
- Full-time
Innovation: Participate in innovative projects that have a real impact on the organization.

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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