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Added 9 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 9 mins ago
AI
Part-Time Event Sales Associate – Banff Mountain Film & Book Festival
APARSO INTERNATIONAL INC.
Banff, AB
- Part-time
Support payment processing and sales transactions.
Added 9 mins ago
R
Associate Director – Commodity Local Market Risk
RBC
Toronto, ON
- Full-time
The Associate Director – Commodity Local Market Risk, Group Risk Management, will play a pivotal role in establishing and maintaining a top-tier risk oversight framework. Key…
Added 24 mins ago
RH
Securities Lawyer
Robert Half
Vancouver, BC
- $130,000 to $190,000 CAD / year
- Full-time
We are currently working with a leading Securities and Corporate Law firm based in Downtown Vancouver who work on a variety of complex national and cross-border transactions.
Added 38 mins ago
SM
Fund Accounting Senior Associate (Private Credit)
Standish Management UK
Halifax, NS
- Full-time
…partner equity allocations and analyzing complex investment…
Added 38 mins ago
D
Store Associate
Dollarama
Pincher, AB
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 38 mins ago
D
Store Associate
Dollarama
Springdale, NL
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 1 hour ago
TH
Front End Associate Part-Time - 7102 Thunder Bay
The Home Depot Canada
Thunder Bay, ON
- Part-time
…the assisted check-outs throughout the store. The front end associate will excel at processing transactions accurately and timely by executing our GET checkout…
Added 1 hour ago
D
Store Associate
Dollarama
Barrhead, AB
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 1 hour ago
LC
Cashier, Hourly Part Time Day
Loblaw Companies Limited
ON · Kenora, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
W
(CAN) Gérant du service à la clientèle
Walmart
Saint-Hyacinthe, QC
- Part-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 2 hours ago
KA
Sales Associate - Seasonal Full-Time/ Part-Time
Kiokii and...
Newmarket, ON
- $17.95 CAD / hour
- Full-time
- Part-time
We are looking for enthusiastic applicants to join our team as a Seasonal Sales Associate at Upper Canada Mall.
Added 2 hours ago
D
Store Associate
Dollarama
Stephenville, NL
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Lloydminster, AB
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Lloydminster, AB
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Williams Lake, BC
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Saskatoon, SK
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Truro, NS
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Drummondville, QC
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Thunder Bay, ON
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Lethbridge, AB
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Orillia, ON
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Stratford, PE
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
London, ON
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:
Added 2 hours ago
D
Store Associate
Dollarama
Quispamsis, NB
- Part-time
The Store Associate performs all general operations duties and participates in the merchandise receiving process according to company standards, which includes:

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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