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Added 5 mins ago
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Quick Lube Technician- Capital Chrysler Dodge Jeep Ram
AutoCanada
AB · Edmonton, AB
- $16 to $18 CAD / hour
- Other
…accordance with policies and procedures as set forth by the Service Manager. The Lube Technician will also perform light mechanical work such as tire and battery…
Added 5 mins ago
TH
Associé(e) aux caisse (temps partiel)
The Home Depot Canada
Montreal, QC
- Part-time
Demonstrates knowledge of products and services and makes appropriate suggestions to meet the customers’ needs.
Added 5 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Edson, AB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 5 mins ago
WC
(CAN) Health and Beauty Team Associate
Walmart Canada
Airdrie, AB
- Full-time
Assists customers by promoting products/services, locating merchandise and making purchase decisions.
Added 5 mins ago
TC
Maintenance Manager
The Care Group
Abbotsford, BC
- Part-time
The Care Group (“TCG”) offers high-quality residential care services to complex care clients in 8 homes throughout the Lower Mainland and Vancouver Island.
Added 5 mins ago
RT
Service Technician
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Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
…broadest, most advanced range of pest control solutions and services in the industry. Rentokil Terminix has earned a reputation in Canada for full service pest solutions delivered through…
Added 5 mins ago
N
Branch Manager
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- Full-time
Nutrien is a leading provider of crop inputs and services, and our business results make a positive impact on the world. Our purpose, Feeding the Future, is the reason we come to work each…
Added 5 mins ago
CL
Resident Advisor
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- Full-time
Work in co-operation with other staff including but not limited to: the Residence Life Manager (RLM), the General Manager (GM), the Operations Manager (OM), Residence Service…
Added 5 mins ago
C
Deli Supervisor
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- Full-time
Ensure the Deli Department operates efficiently and effectively at all times and provides our customers with excellent quality products and services.
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AC
Food Service Worker
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Kingston, ON
- Part-time
We are hiring part-time food service workers at Aramark Canada for Queen's Hospitality Services at one of our retail late night locations.
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Mechanical Engineer Level II
Worley
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- Full-time
Worley is currently looking to fill an Intermediate Mechanical Engineer / Project Manager position to provide mechanical engineering and project management services within the Mechanical…
Added 6 mins ago
EC
Field Service Technician
Eaton Corporation
Calgary, AB · Edmonton, AB · Fort McMurray, AB
- Full-time
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Added 20 mins ago
SQ
Team Lead, Billing & Payment Services
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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 20 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Smiths Falls, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 20 mins ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
…service level standards. Provides functional guidance to the Manager and/or L2 team by reviewing and accepting tickets/cases and recommending next steps or resolution when applicable.…
Added 20 mins ago
DB
Sales Coordinator
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Toronto, ON
- Full-time
Communicate and work closely with Catering/Conference Services and Sales Managers throughout the group’s program to ensure success.
Added 20 mins ago
WC
Pharmacy Assistant
Walmart Canada
Toronto, ON
- Full-time
…forms if applicable and facilitating all aspects of Cognitive…
Added 20 mins ago
RF
Store Assistant Manager (Barrie)
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Barrie, ON
- Full-time
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Added 20 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 20 mins ago
SS
Experienced Agency Account Manager
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- 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 20 mins ago
P
Client Services Associate - January 2027
proSapient
Toronto, ON
- $55,000 to $75,000 CAD / year
- Full-time
Working closely with the Client Services Manager, you will take full ownership of client requests from the initial brief through to identifying, engaging, and qualifying relevant experts.…
Added 20 mins ago
AC
Food Service Supervisor
Aramark Canada
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- Full-time
…full-time Food Service Supervisors to join our passionate Food Services Team. Alongside a manager who will help coordinate and lead operations, you'll help oversee staff, collaborate with…
Added 20 mins ago
AU
Coordinator, Mental Health & Wellness
Algoma University
Brampton, ON
- $82,387 to $102,983 CAD / year
- Full-time
Algoma University has an existing vacancy in the position of Mental Health & Wellness Coordinator. Reporting to the Manager, Student Wellbeing, the Mental Health and Wellness Coordinator…
Added 20 mins ago
NS
4th Class Power Engineer - Maintenance and Operations
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- Internship
Reporting to the Chief Engineer and/or Assistant Manager, the 4th Class Engineer troubleshoots, maintains, and repairs facility infrastructure equipment and carries out maintenance and…
Added 20 mins ago
CC
Diesel Technician - Heavy Duty Truck Services
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Inform customer/manager of completion times, services expenses, and possible changes

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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