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Added 5 mins ago
T
Customer Experience Associate- Whistler, BC
TD
Whistler, BC
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs…
Added 5 mins ago
T
University of Victoria Networking Event - October 29 2026
TD
Victoria, BC
- Full-time
…program before moving up to become an Analyst on a team with a Relationship Manager or as a standalone Account Manager. Your future career path in TD Commercial Banking can include a…
Added 5 mins ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 19 mins ago
TS
Shift Supervisor
The Salvation Army in Canada
St. Albert, AB
- Full-time
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Added 19 mins ago
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Oakville, ON
- Full-time
Collaborate with the Sales Manager to implement effective sales strategies.
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- $130,000 to $155,000 CAD / year
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Excellent leadership, communication, relationship-building, and negotiation skills.
Added 19 mins ago
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Added 34 mins ago
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- Internship
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- Full-time
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Added 34 mins ago
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Added 34 mins ago
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Added 34 mins ago
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Operations Manager
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Added 34 mins ago
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Added 48 mins ago
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Added 48 mins ago
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Added 48 mins ago
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Added 48 mins ago
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Manager- Project / Client Services
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Agilus by Synergie is recruiting for a Manager- Project/Client Services in the printing and manufacturing industry in Paris, Ontario.
Added 48 mins ago
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Business Development Specialist
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- Full-time
…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 commercial…
Added 48 mins ago
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Assistant Manager, Merchandise Planning
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Added 48 mins ago
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Corporate Account Manager
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We are partnering with a leading, global industrial manufacturer to support their search for a Corporate Account Manager to represent their business across British Columbia, with a primary…
Added 48 mins ago
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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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