Explore a key Client Service Associate role at PBY Capital in Toronto. Engage with clients and support marketing initiatives while fostering collaborative relationships in a dynamic environment.

PBY Capital, founded in 2020, serves family offices and institutional clients. We seek a relationship-oriented Client Service Associate who will work closely with senior team members and report directly to the Vice-President. This role offers exposure to client service, business development, and operations, equipping you for future success in client relationship roles.

Key Responsibilities:
• Deliver exceptional client experiences by supporting stakeholder relationships
• Engage in business development, organizing client events and conferences




• Coordinate marketing efforts and client communications efficiently
• Maintain accurate records in CRM and produce custom reports
• Support client onboarding and review account documentation

Requirements:
• Bachelor’s degree in Business or Finance related field
• 2-5 years in financial services or investment management
• CFA designation or candidacy preferred
• Proficiency in Microsoft Office, especially Excel
• Strong attention to detail and organizational skills

Bring your client-focused mindset and robust communication skills to enhance PBY Capital’s service delivery.
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📌 Client Service Associate in Toronto (Ontario)
🏢 PBY Capital
📍 Ontario