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Added 8 mins ago
KB
Opportunities for Department Manager
Kent Building Supplies
Halifax, NS
- Full-time
Demonstrates a passion for customer service and a commitment to achieving sales goals.
Added 8 mins ago
KB
Opportunities for Department Manager
Kent Building Supplies
Lower Sackville, NS
- Full-time
Demonstrates a passion for customer service and a commitment to achieving sales goals.
Added 8 mins ago
KB
Opportunities for Department Manager
Kent Building Supplies
Dartmouth, NS
- Full-time
Demonstrates a passion for customer service and a commitment to achieving sales goals.
Added 8 mins ago
TH
Overnight Freight Associate: Part Time - AIRDIRE
The Home Depot Canada
Airdrie, AB
- Part-time
Freight Team Associates are responsible for stocking merchandise, organizing the sales floor to create a pleasant and safe shopping environment, and providing customer service as required…
Added 8 mins ago
R
Senior Relationship Manager, Real Estate, SME- EN
RBC
Blainville, QC
- Full-time
Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering…
Added 8 mins ago
BR
League Manager (Greater Toronto Area)
Brodie Rec League
Brampton, ON · Mississauga, ON · Oakville, ON · Toronto, ON · Vaughan, ON
- $50,000 to $80,000 CAD / year
- Full-time
The League Manager runs a Brodie location end to end. On game night, you own the room: captains, players, fans, spectators and drop-in players. You're accountable for the crew and for every…
Added 22 mins ago
L
Assistant Manager, Guest Experience | Whistler Village
lululemon
BC · British Columbia, Canada
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 22 mins ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
…division that partners with all parts of the Dealer, including Sales & Trading to provide banking, securities, and asset management services to clients globally. Global Business Services &…
Added 23 mins ago
U
Principal Sales Performance Coach
UKG
Canada
- Full-time
This is a senior individual contributor role that combines deep enterprise sales experience, advanced coaching expertise, and data-driven performance consulting. You'll work directly with…
Added 23 mins ago
CN
Lodge Manager - CSE
Civeo North America
Fort McMurray, AB
- Full-time
Civeo Services Employees LP is currently seeking a Lodge Manager for its facilities located in northern Alberta. Reporting to the Operations Manager, the successful candidate will oversee…
Added 23 mins ago
TM
Wireless Store Manager
The Mobile Shop
Saint John, NB
- Full-time
Lead and Inspire Your Team: Motivate and guide a team of Wireless Sales Representatives to achieve sales targets and objectives, while providing ongoing coaching, training, and development…
Added 23 mins ago
C
Assistant Store Manager - Bayshore Shopping Centre
Claire's
Ottawa, ON
- $21 to $25 USD / hour
- Full-time
Team Support & Sales Coaching: Work alongside your Store Manager to train and motivate team members in achieving sales goals and delivering top-notch customer service.
Added 23 mins ago
LV
JUNIOR ASSISTANT MANAGER-EN
La Vie En Rose
Richmond, BC
- Full-time
As a member of the management team, you will support the assistant manager and manager in achieving sales goals, maintaining our company standards and motivating your team to excel.
Added 23 mins ago
BI
Insurance Account Representative
Billyard Insurance Group Inc.
Mississauga, ON
- Full-time
Role Description : Looking for a motivated Insurance Account Manager to join the team at the Billyard Insurance Group (BIG) Mississauga West Office. Must be committed to providing legendary…
Added 23 mins ago
LV
ASSISTANT MANAGER-EN
La Vie En Rose
Kamloops, BC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 23 mins ago
MC
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
- Full-time
Manager – Banking Cloud & Platform Engineering
Added 23 mins ago
A
Assistant Parts Manager - Sherwood Park Volkswagen
AutoCanada
Sherwood Park, AB
- $50,000 to $75,000 CAD / year
- Other
The Assistant Parts Manager will assist in overseeing the day-to-day operations of the parts department, supporting inventory management, staff coordination, customer service, and vendor…
Added 23 mins ago
M
Account Manager
Mentimeter
Toronto, ON
- Full-time
As an Account Manager, you will lead the expansion of our existing Enterprise customers by focusing on revenue growth through renewals and up-sales while serving as a trusted adviser to our…
Added 23 mins ago
CI
Banquet Assistant Manager
Canad Inns
Winnipeg, MB
- Full-time
We are seeking a highly motivated and experienced Assistant Banquet Manager to support banquet operations at Polo Park. This position offers an exciting opportunity for a hospitality…
Added 23 mins ago
A
Used Car Manager - Cambridge Hyundai
AutoCanada
Cambridge, ON
- $110,000 to $150,000 CAD / year
- Other
In this role, you will be responsible for executing sales objectives for pre-owned vehicles while developing and implementing effective sales plans for your team. Key tasks include…
Added 23 mins ago
WP
Customer Service Representative
Westlake Pipe & Fittings
Woodbridge, ON
- Full-time
Coordinates returned goods from customer with Sales Representative / manager’s approval. Completes all product returns or invoice adjustments in a timely manner ensuring accurate reason…
Added 23 mins ago
RI
Senior Marketing Manager
Rentokil Initial
Milton, ON
- $100,000 to $130,000 CAD / year
- Full-time
…Rentokil Terminix has earned a reputation in Canada for full service pest solutions delivered through cutting edge technology and uncompromising quality. We support our self-motivated…
Added 23 mins ago
GD
GARAGE - Seasonal Sales Associate - Sevenoaks Shopping Centre
Groupe Dynamite, Inc Garage
Abbotsford, BC
- Part-time
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 23 mins ago
Stock Manager-Retail
Roots
AB · Rocky View, AB
Support managing the Sales floor and sales team (MOD) when needed. Directed by Store Manager.
Added 23 mins ago
S
BUILDING MANAGER (VANCOUVER)
Strand
Vancouver, BC
- Full-time
Strand is seeking a full-time Building Manager to oversee the daily operations of one of our residential rental properties. The primary responsibility of this position is to lead and manage…

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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