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Added 22 mins ago
A
Global Payroll and Benefits Administrator
Achievers
Toronto, ON
- Contract
…benefits administration for both countries. Reporting to the Senior Manager, Global Payroll & Benefits, you will process bi-weekly payrolls in Workday (Canada) and ADP Workforce Now (US),…
Added 37 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 37 mins ago
IE
Project Coordinator
Inferno Energy
AB · Greater Edmonton Metropolitan Area
- Full-time
You'll work alongside our Senior Project Manager and Project Coordinator, who bring the technical and design expertise. You bring the organization and follow-through.
Added 1 hour ago
AH
Senior Buyer
Airbus Helicopters
Fort Erie, ON
- Full-time
The Senior Buyer reports to the Purchasing Manager and is responsible for proactively maintaining the movements of materials from suppliers to ensure uninterrupted deliverables to all…
Added 1 hour ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 2 hours ago
EB
Operations Manager
Electra Battery Materials Corporation
Temiskaming Shores, ON
- Full-time
Reports To: Refinery General Manager & Commissioning Leader.
Added 2 hours ago
EP
Sales & Business Development Representative
East Penn Canada
Mississauga, ON
- Full-time
The Sales & Business Development Rep - Transportation reports to the Regional Sales Manager and is primarily responsible for identifying, pursuing, and securing new business opportunities…
Added 2 hours ago
O
Key account manager - foodservice
Olymel
Boucherville, QC
- Full-time
Reporting to the Senior Regional Account Manager, you will contribute to the following challenges:
Added 2 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
…model. You will be part of a global team and report to the Senior Manager; IT Audit located in Bolton. The Senior Manager, IT Audit reports to the VP, Internal Audit, who reports to the…
Added 2 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 2 hours ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
As Senior Manager, Email and Distributed Marketing, you will support the strategy and lead the execution, governance, optimization, and ongoing management of advisor- and business-driven…
Added 2 hours ago
CC
Business Development Manager
Canada Cartage
Calgary, AB
- Full-time
The Business Development Manager will be responsible for driving profitable revenue growth by identifying and securing new dedicated fleet business opportunities throughout Alberta. This is…
Added 2 hours ago
J
Manager, Technical Services
Jobgether
Canada
- Contract
Lead and scale a growing technical services function within a customer-focused organization supporting complex enterprise technology environments. As the first dedicated Manager of…
Added 3 hours ago
J
Manager of UX Research
Jobgether
Canada
- $112,000 to $160,000 CAD / year
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager of UX Research based in Canada.
Added 3 hours ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
…service level standards. Provides functional guidance to the Manager and/or L2 team by reviewing and accepting tickets/cases and recommending next steps or resolution when applicable.…
Added 3 hours ago
C
Project Manager (Permanent)
CoreFactor
Toronto, ON
- Full-time
CoreFactor is searching for a Project Manager on a full-time/permanent basis for a client in the GTA.
Added 3 hours ago
W
Mechanical Engineer Level II
Worley
Vancouver, BC
- Full-time
Worley is currently looking to fill an Intermediate Mechanical Engineer / Project Manager position to provide mechanical engineering and project management services within the Mechanical…
Added 3 hours ago
PN
Technical Support Analyst - L3
Panasonic North America
Niagara-on-the-Lake, ON
- $60,000 to $70,000 CAD / year
- Full-time
…service level standards. Provides functional guidance to the Manager and/or L2 team by reviewing and accepting tickets/cases and recommending next steps or resolution when applicable.…
Added 3 hours ago
DB
Sales Coordinator
DoubleTree by Hilton
Toronto, ON
- Full-time
Communicate and work closely with Catering/Conference Services and Sales Managers throughout the group’s program to ensure success.
Added 3 hours ago
P
Client Services Associate - January 2027
proSapient
Toronto, ON
- $55,000 to $75,000 CAD / year
- Full-time
Working closely with the Client Services Manager, you will take full ownership of client requests from the initial brief through to identifying, engaging, and qualifying relevant experts.…
Added 3 hours ago
TP
Senior Representative, CX Strategy Activation
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Manager, Customer Experience and Insights, you will activate Toronto Pearson’s customer experience strategy by embedding customer-centric practices, programs and governance…
Added 3 hours ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
▪ Meet with Property Management team, Operations team, tenants, vendors, contractors and senior management as needed to review
Added 3 hours ago
TF
Commercial Operations Process Excellence Manager
Thermo Fisher Scientific
Toronto, ON
- Full-time
This is a senior individual-contributor role with no direct reports. The Commercial Process Excellence Manager works in partnership with accountable business and functional process owners,…
Added 3 hours ago
J
Principal Platform Product Manager - Billing & Authentication
Jobgether
Canada
- $148,782 to $185,977 USD / year
- Full-time
As the Principal Product Manager, you will own the vision, roadmap, and strategic direction of essential platform services. You will define product outcomes and success criteria while…
Added 3 hours ago
A
Dietary Aide Casual, Retirement, AgeCare Elmira
AgeCare
Elmira, ON
- Part-time
As a Dietary Aide at AgeCare, reporting to the Director or Dietary Manager, you will play a key role in ensuring our residents enjoy a pleasant dining experience. You will assist with the…

PBY Capital

Client Service Associate

Toronto, ON, Canada

Full-time

Apply About employer

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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