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Added 6 mins ago
GG
Strategic A&E Consultant Manager – Canada
Gallagher Group
Canada
- Full-time
5–7 years' experience within the physical electronic security industry, ideally spanning business development, consultant engagement, sales, specification development, or strategic account…
Added 6 mins ago
Recruiter
Speer Technologies Inc
Toronto, ON
Full-Cycle Recruitment: Manage recruitment across engineering, design, product, sales, operations, and other business functions, from sourcing through offer acceptance.
Added 20 mins ago
D
Gérant de territoire / Ventes techniques et service sur le terrain.
Diversey
Quebec, QC
- Full-time
The Territory Manager / Technical Sales & Field Service will be responsible for providing service and developing sales in Quebec City and surrounding areas (West of Quebec City,…
Added 20 mins ago
SQ
District Manager
Sunlife Québec
Quebec, QC
- Full-time
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the…
Added 20 mins ago
SQ
District Manager
Sunlife Québec
Levis, QC
- Full-time
The primary purpose of the District Manager (DM) is to lead the growth and productivity of the District. This is done by recruiting top talent, coaching and developing advisors and the…
Added 20 mins ago
H
Global Mining Practice Business Development Leader
HDR
Kingston, 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 20 mins ago
R&
Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
As a Senior Delivery Manager, you are the senior delivery authority on a cross-functional engagement: owning execution from kickoff through release, leading distributed onshore-and-offshore…
Added 20 mins ago
I
Customer Experience Leader (Contract 18+ Months)
Indigo
London, ON
- $18.6 to $23.25 CAD / hour
- Contract
Leads execution of customer experience priorities within the store, leveraging customer, sales, and omni-channel insights to optimize team deployment, deliver exceptional service, and drive…
Added 20 mins ago
I
Product Operations Manager
Indigo
Regina, SK
- $50,000 CAD / year
- Full-time
The Product Operations Manager translates Indigo’s visual merchandising priorities into locally relevant execution, strengthening community connection and brand affinity while delivering a…
Added 20 mins ago
C
Ops Mgmt Manager
CBRE
Toronto, ON
- Full-time
…clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property…
Added 20 mins ago
MF
Business Development Manager
MTY Food Group
Toronto, ON
- Full-time
The Business Development Manager is the primary liaison between assigned store locations and corporate office. He/she provides leadership and assistance to assigned restaurants to achieve…
Added 20 mins ago
SD
Assistant Front Store Manager
Shoppers Drug Mart
Richmond, BC
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 20 mins ago
WC
(CAN) Front End Assistant Manager
Walmart Canada
Pointe-Claire, QC
- Full-time
Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable…
Added 20 mins ago
OY
Assistant General Manager
Old Yale Brewing
Abbotsford, BC
- $50,000 to $60,000 CAD / year
- Full-time
The Assistant General Manager (AGM) delivers an outstanding guest experience by leading service, supporting daily operations, and energizing the team. Working closely with the General…
Added 20 mins ago
CE
Sales Development Manager - Eastern Canada / Directeur ou directrice des Nouveaux marchés - Est du Canada
Carrier Enterprise Canada
Eastern Canada
- $160,000 to $165,000 CAD / year
- Full-time
The Sales Development Manager is responsible for leading strategic sales initiatives and providing sales leadership to our Sales Development Representative (SDR) team. This position will…
Added 21 mins ago
Co-op/Intern Student - Automation Specialist (January 2027)
Spartan Controls Ltd.
Burnaby, BC
…12-month co-op term beginning in January 2027. Reporting to the Manager, Projects and Lifecycle Services, you will work alongside experienced specialists as part of a Distributed Control…
Added 35 mins ago
H
Global Mining Practice Business Development Leader
HDR
Saskatoon, SK
- 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 35 mins ago
LG
Accounting Manager
Lawen Group
Halifax, NS
- Full-time
As a key member of our Finance Team, the Accounting Manager is responsible for ensuring the financial health, accuracy, and integrity of a diverse portfolio of real estate, construction,…
Added 51 mins ago
SE
Business Development Representative
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Ottawa, ON
- Full-time
Reporting to the Regional Sales Manager, a successful candidate will possess the skills:
Added 51 mins ago
CB
National Account Manager
Canadian Bar Association
Ottawa, ON
- Full-time
Working closely with Membership, Marketing, and Business Development teams and CBA Branches, the National Account Manager plays a critical role in retaining and expanding national accounts,…
Added 51 mins ago
RH
Marketing Manager
Robert Half
Calgary, AB
- Full-time
…to grow, they are seeking a strategic and hands-on Marketing Manager to lead the marketing function, drive demand generation initiatives, strengthen brand positioning, and further develop…
Added 51 mins ago
PC
Client Service Associate
PBY Capital
Toronto, ON
- Full-time
…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…
Added 51 mins ago
MW
Business Development Associate
Manulife Wealth & Asset Management
Montreal, QC
- Full-time
…wholesaling team alongside a District Vice President and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor…
Added 51 mins ago
BC
Philanthropy Manager, Legacy
BC Children's Hospital Foundation
Vancouver, BC
- Full-time
…with the Director, Gift & Estate Planning, the Philanthropy Manager plays a central role in connecting with donors to inspire and support meaningful legacy gifts that reflect their values,…
Added 51 mins ago
H
Global Mining Practice Business Development Leader
HDR
Calgary, AB
- 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…

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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