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Added 7 mins ago
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Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
The Reimbursement Specialist will also be assigned other duties and tasks as required from time to time.
Added 21 mins ago
WI
Renewal Retention Specialist
Westland Insurance Group Ltd.
Regina, SK · Greater Regina Metropolitan Area
- Full-time
We’re searching for a Renewal Retention Specialist. Are you searching for new possibilities?
Added 36 mins ago
P
Business Development Specialist
Prevision360
Toronto, ON
- Full-time
…bring Prevision360 to market, we are looking for a Business Development Manager to lead customer acquisition, develop relationships across the startup ecosystem, and help establish the…
Added 36 mins ago
OD
Graphic Designer & Print Layout Specialist
Our Daily Bread Ministries Canada
Windsor, ON
- Full-time
We are looking for a talented Graphic Designer & Print Layout Specialist with expertise in designing an array of print marketing materials and layout of print materials such as books and…
Added 36 mins ago
RC
Sales Consultant
Randstad Canada
Burlington, ON
- Full-time
As an OTS Specialist, Client Partnership, you will consultatively sell Randstad’s premium staffing solutions to clients and prospect companies to drive market share growth and gross profit…
Added 36 mins ago
PC
Program Manager - Capital Markets (FSI)
PPT Consulting
Toronto, ON
- Full-time
Strong organizational skills, with the ability to manage multiple priorities, navigate ambiguity, and proactively resolve issues.
Added 1 hour ago
LR
Sales & Account Specialist
La Rocca Creative Cakes
Richmond Hill, ON
- Full-time
We are seeking a highly organized, detail-oriented, forward-thinking and proactive Sales & Account Specialist to support the effectiveness and growth of our Sales team. This role serves as…
Added 1 hour ago
UW
Specialist, Food Security (DTES, Vancouver)
United Way British Columbia
Burnaby, BC
- $89,416.6 CAD / year
- Full-time
You bring experience in food security, community development, and the non-profit sector. An effective communicator and attentive listener, you build trusting relationships and work…
Added 1 hour ago
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Communications Specialist
Cella
Toronto, ON
- $50 to $52 CAD / hour
- Contract
…regulated sector. We are seeking a Strategic Communications Specialist to join a dynamic team dedicated to developing high-priority content and executive communications. In this role, you…
Added 1 hour ago
CL
Organizational Design Consultant
Community Living BC
Vancouver, BC
- Full-time
Diploma or bachelor's degree in Human Resources, Organizational Development, Business Administration, or a related field.
Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 1 hour ago
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Business Development Specialist, Pharmacy
Sobeys
Mississauga, ON
- Full-time
The Business Development Specialist will develop and execute growth strategies that align with organizational objectives while maintaining the highest standards of patient care, regulatory…
Added 1 hour ago
KP
Change Specialist, Finance
Kruger Products | Produits Kruger
Mississauga, ON
- Full-time
Bachelor's degree in Business, Human Resources, Communications, Organizational Development, or a related field
Added 1 hour ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 1 hour ago
TU
Academic and Career Advisor
The University of British Columbia
Kelowna, BC
- $7,158.42 to $10,292.25 CAD / month
- Part-time
…either generalists, or are assigned to a specific faculty as a specialist advisor. Advisors are responsible for delivering and evaluating student services to support student learning based…
Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
Victoria, BC
- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
London, ON
- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 1 hour ago
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Bilingual Credit Recovery Specialist - Tangerine
Tangerine
Toronto, ON
- Full-time
The Credit Recovery Specialist is responsible for maintaining an overall minimal delinquency ratio on the Tangerine portfolio (Deposits, Loans, Lines of Credit, Credit Cards), based on…
Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
Penticton, BC
- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
Richmond Hill, ON
- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 1 hour ago
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Global Mining Practice Business Development Leader
HDR
Vancouver, BC
- Full-time
…multidisciplinary teams support the full mine life cycle - from resource development, planning, permitting and feasibility through detailed design, construction, operations, water and mine…
Added 1 hour ago
MD
Office & Admin Specialist Sr
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Office and Administrative Specialist, Senior
Added 1 hour ago
GH
Senior Proposal & Pursuit Specialist
Gow Hastings Architects
Toronto, ON
- Full-time
We have an immediate opening for a Senior Proposal and Pursuit Specialist to join our Toronto-based, award-winning architecture and interior design studio. We’re on the lookout for a…
Added 1 hour ago
KS
Change Management Specialist
Kelly Services (Canada), Ltd.
Toronto, ON
- Contract
At least 8 years of progressive experience in change management, organizational effectiveness or development, business readiness, or transformation.

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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