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Added 1 hour ago
TP
Specialist, Supplier Relationship Management
Toronto Pearson International Airport
Toronto, ON
- Full-time
…that strengthen supplier governance, contract performance, risk management and value realization. You will partner with Procurement Services, Business Units, and GTAA suppliers to translate…
Added 1 hour ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
Under the direction of the Dean, and in collaboration with Associate Deans and Chairs/Directors as applicable, the Director, Administration (DA) is responsible for the management of the…
Added 1 hour ago
C
Senior Facilities Manager
CBRE
Richmond, BC
- Full-time
As a CBRE Senior Facilities Manager, you will lead the delivery of integrated facilities management services across a complex portfolio of commercial, industrial, critical environment,…
Added 1 hour ago
ML
Associate General Counsel
Maple Leaf Foods Inc.
Mississauga, ON
- Full-time
Enterprise Risk Governance: Continue to develop and maintain a practical ERM framework, lead periodic enterprise risk assessments and synthesize decision-useful reporting for senior…
Added 1 hour ago
T
Technical Lead AI Delivery
TechDoQuest
Brampton, ON
- Contract
Design integrations between Oracle Fusion, Microsoft 365, SharePoint, Teams, Azure AI services, and other enterprise platforms.
Added 2 hours ago
Y
Technical Lead - AI Delivery
Yochana
Brampton, ON
- Contract
Design integrations between Oracle Fusion, Microsoft 365, SharePoint, Teams, Azure AI services, and other enterprise platforms.
Added 2 hours ago
PC
Client Service Associate
PBY Capital
Toronto, ON
- Full-time
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,…
Added 3 hours ago
TI
Director of Paid Media
The Influence Agency
Toronto, ON
- Full-time
● Ability to identify underperforming or at-risk accounts and work with Paid Media Managers to establish clear corrective strategies
Added 6 hours ago
E
Specialist, Valuation
EPCOR
AB · Edmonton, Alberta
- Full-time
A working knowledge of advanced risk management, commercial services and legal agreements would also be considered an asset
Added 6 hours ago
P
Senior Associate Data Protection Operations
PwC
Calgary, AB · Vancouver, BC · Halifax, NS · Ottawa, ON · Toronto, ON
- Full-time
As a Senior Associate Data Protection Operations, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 7 hours ago
PC
Project Support Office Senior Associate
Pwc Canada
Toronto, ON
- Full-time
As a Project Support Office Senior Associate, you will provide project management, coordination, and operational support to Assurance partners and engagement teams across Canada. Acting as…
Added 8 hours ago
SD
Director, Pharmacy Experience and Transformation
Shoppers Drug Mart
Toronto, ON
- Full-time
Reporting directly to the Senior Director, Enterprise Pharmacy Operations and Clinical Excellence, you will lead strategic projects that will help shape the future of pharmacy practice at…
Added 9 hours ago
T
Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Act as a trusted advisor to senior executives, shaping strategy through data-driven insights and AI capabilities
Added 10 hours ago
MH
Senior Associate, Audit
McGovern Hurley LLP
Toronto, ON
- Full-time
…assurance, tax advisory, reporting and compliance, and consulting services to publicly listed entities, private companies, and owner-managed businesses – locally, nationally, and…
Added 12 hours ago
Senior Manager, Managed Asset Program (12 month contract)
Scotiabank
Toronto, ON
Ensuring the oversight of the investment activities of more than 400 Associate Portfolio Managers (APM) and Portfolio Managers (PM).
Added 12 hours ago
MI
Senior Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $93,750 to $137,500 CAD / year
- Full-time
The Senior Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 12 hours ago
GT
Specialist, Supplier Relationship Management
Greater Toronto Airports Authority
Toronto, ON
- Full-time
…that strengthen supplier governance, contract performance, risk management and value realization. You will partner with Procurement Services, Business Units, and GTAA suppliers to translate…
Added 20 hours ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Calgary, AB
- Full-time
Are you an experienced Auditor looking for a role in Australia? We have an exciting opportunity for a Senior Associate to join our Audit team in Melbourne or Adelaide!
Added 23 hours ago
PC
Cybersecurity Generalist Senior Associate
Pwc Canada
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
As a Cybersecurity Generalist Senior Associate at PwC, you’ll help our team deliver current client projects. Work alongside experienced colleagues and technical specialists to assess…
Added 1 day ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
…or directing remediation to align with required standards, risk appetite and target-state architecture. It also owns the design, build, scaling, reliability, security and lifecycle…
Added 1 day ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
…Partnerships & Projects is a key member of the Office of the Associate Vice-President (Continuing Education) team and provides direct leadership and oversight for establishing priorities…
Added 1 day ago
T
Associate Vice President, Agentic Software Development
TD
Toronto, ON
- Full-time
…or directing remediation to align with required standards, risk appetite and target-state architecture. It also owns the design, build, scaling, reliability, security and lifecycle…
Added 1 day ago
SL
Senior Associate, Financial Controls - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Senior Associate, Financial Controls – SLC Management
Added 1 day ago
SM
Senior Associate, Financial Controls - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Senior Associate, Financial Controls – SLC Management
Added 1 day ago
NB
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
- Full-time
A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at…

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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