PBY Capital was founded in 2020 to serve the specific needs of family offices, institutional clients, and other sophisticated investors. We provide access to a select set of investment strategies and offer ongoing service and support to families and investment professionals. Our first partner manager is corporate credit specialist Canso Investment Counsel, distinguished for its disciplined investment approach and consistent performance.

We are an exciting recent venture, growing exponentially and looking for a motivated, diligent and conscientious individual to join our firm as we grow. We believe in teamwork, horizontal leadership hierarchy, taking ownership, and rewarding individuals based on their contribution to the success of the firm. We are seeking a Client Service Associate based in our Toronto office. As a Client Service Associate, you will be part of a dynamic team servicing family offices and institutional clients. This new role will report to the Vice‑President.

Responsibilities

- Onboarding new clients, supporting account set-up and working with compliance to maintain up‑to‑date documentation.
- Managing RFP/DDQ responses and collaborating with different departments within the organization to support the senior client servicing team.
- Working closely with the Portfolio Management teams on updates and strategy reviews.
- Assisting the senior team members with analysis for client accounts, fund performance etc.
- Gathering data from internal investment teams to prepare client‑ready insights and portfolio review presentations.




- Collaborating with marketing to build materials and collateral that will serve to strengthen our brand and add value to our clients and prospects.
- Maintaining CRM records, supporting client servicing efforts by tracking relevant data, building relevant reports and preparing marketing campaigns (outreach and client distribution lists).
- Working with different partner organizations for business development activities, content creation and brand awareness.
- Supporting the creation and distribution of marketing materials and assisting in managing digital content such as website updates, social media etc.

Candidate Requirements

- An undergraduate degree in business or a related discipline.
- 0-2+ years of experience in the Financial Services Industry, Investment Industry or Family Office experience would be considered an asset.
- CFA designation or candidate.
- Strong communications skills, written, verbal and demonstrated professionalism combined with a positive attitude.
- An ability to work in a fast-paced environment, prioritizing competing deadlines while maintaining high-quality standards.
- Team-oriented with a proactive, client‑first mindset.
- Exceptional organizational skills and strong attention to detail.
- Proficiency in the Microsoft Office suite of products.
- Experience with databases/CRM platforms would be considered an asset.
- Bilingual is an asset, but not required.

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 Your information will be treated as confidential.

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📌 Client Service Associate (Toronto)
🏢 PBY Capital
📍 Toronto