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Added 3 mins ago
MM
Global Financial Crime Screening Operations Manager
Marsh McLennan
Toronto, ON
- Full-time
The GFC Screening Operations Manager will focus on supporting the governance and oversight of our screening program and supporting the Head of Screening Operations with stakeholder…
Added 3 mins ago
Warehouse Automation Specialist
Hilton Food Group Plc
Brantford, ON
Support system enhancements, master data accuracy, and process standardization in collaboration with the technical manager, IT, Engineers and external suppliers
Added 3 mins ago
M
Food Service Supervisor - Full time
Maquise
Toronto, ON · YORK, ON
- Full-time
Learn from and assist the Shift Manager to resolve labour relation issues, track and produce reports on weekly inventories, sales revenue, labour and food cost.
Added 3 mins ago
M
Food Service Supervisor - Temporary full time
Maquise
ON · WOODBRIDGE, ON
- Full-time
Learn from and assist the Shift Manager to resolve labour relation issues, track and produce reports on weekly inventories, sales revenue, labour and food cost.
Added 3 mins ago
TT
Equipment Engineer, Mechanical (13932)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $100,318.4 to $125,434.4 CAD / year
- Full-time
Reports to: Manager, Vehicle Maintenance Engineering
Added 3 mins ago
G
Farm Manager – Sustainable Farm-to-Table Operations
GoodWork.ca
Richmond, BC
- Full-time
Position: Farm Manager – Sustainable Farm-to-Table Operations
Added 18 mins ago
T
Treasury Analyst, Liquidity Measurement - Analytics & Reporting
TD
Toronto, ON
- Full-time
Responsible for quality, timeliness and completeness of the underlying data used to produce internal and regulatory metrics and reporting
Added 18 mins ago
M
Senior Manager Delivery - Electrification Team (Development and Design)
Mace
Toronto, ON
- Full-time
Excellent communication skills, including the ability to make clear presentations, produce concise technical and administrative reports, and translate complex/technical issues to diverse…
Added 18 mins ago
M
Senior Manager Delivery - Electrification Team (Construction)
Mace
Toronto, ON
- Full-time
Excellent communication skills, including the ability to make clear presentations, produce concise technical and administrative reports, and translate complex/technical issues to diverse…
Added 18 mins ago
M
Access Project Manager - Electrification Team
Mace
Toronto, ON
- Full-time
Excellent communication skills, including the ability to make clear presentations, produce concise technical and administrative reports, and translate complex/technical issues to diverse…
Added 18 mins ago
T
Sr. Product Solution Analyst, TD Securities
TD
Toronto, ON
- Full-time
…technology solution team. This position reports directly to the Manager, Engineering within the Global Equity Derivatives & Synthetic Prime Solutions…
Added 33 mins ago
CR
Technicien(ne) paie et avantages sociaux
Champlain Regional College
Sherbrooke, QC
- Full-time
Reporting to the Administrative Manager, the incumbent will be responsible for the for the administration, processing, verification and evaluation of teaching and non-teaching benefits and…
Added 48 mins ago
GC
Tim Hortons Supervisor - Full-Time
Group Compass Ltee
Sudbury, ON
- Full-time
Learn from and assist the Shift Manager to resolve labour relation issues, track and produce reports on weekly inventories, sales revenue, labour and food cost.
Added 48 mins ago
FB
Assistant Produce Manager
Farm Boy Inc.
Ottawa, ON
- From $20.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 1 hour ago
Shipping Assistant
EarthFresh
Burlington, ON
Since 1963, EarthFresh has been an international leader in the produce industry, with operations in both the U.S.A. and Canada. We proudly specialize in providing the Foodservice and Retail…
Added 1 hour ago
LC
Produce Department Manager
Loblaw Companies Limited
Prince Albert, SK
- Full-time
Added 1 hour ago
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Assistant Rooms Operations Manager
Marriott
Ottawa, ON
- Full-time
Participates in department meetings and continually communicating a clear and consistent message regarding the Room Operations goals to produce desired results.
Added 1 hour ago
Quality Assurance Manager (Traveling)
GRIFOLS, S.A.
Toronto, ON · ON-Toronto, AB
…plasma-derived medicines and transfusion medicine and develop, produce and market innovative medicines, solutions and services in more than 110 countries and…
Added 1 hour ago
Network Administration Technician
Independent Electricity System Operator
Canada
Reporting to the Manager, End User Technology Services this position is primarily responsible for providing front line support to IESO users for IT standard services. Handles triage of…
Added 1 hour ago
BC
Manager, Research & Development (R&D) Breads and Buns
Bimbo Canada
Toronto, ON · Etobicoke, ON
- Full-time
…distributor of packaged fresh bread, bakery products and snacks. We produce and distribute more than 1,000 products across; 18 brands Canadians know and trust, like Dempster's®, Villaggio®,…
Added 1 hour ago
FB
Assistant Produce Manager
Farm Boy Inc.
Ottawa, ON
- $20.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 2 hours ago
Manager, Web Development and Digital Experience (1-Year - Maternity Leave Contract)
Blue Ant Media Inc.
Toronto, ON
Manager, Web Development and Digital Experience (1 Year – Maternity Leave Contract)
Added 2 hours ago
D
Manager
Desjardins
Levis, QC · Montreal, QC
- Full-time
…you are able to effectively manage people and performance, produce reports and ensure member/client satisfaction. More specifically, you will be required…
Added 2 hours ago
PA
Product Specialist
Pinnacle Automotive
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
We’re looking for a Marketing Manager who combines creativity, strategic thinking, and a strong understanding of digital marketing to strengthen our brand and drive meaningful results.
Added 2 hours ago
CO
Project Manager - AI Building and Zoning Review
City of Niagara Falls
Niagara Falls, ON
- $54.58 to $68.22 CAD / hour
- Contract
During Project Timeline - General Manager, Planning Building and Development

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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