Explore a key Client Service Associate role at PBY Capital in Toronto. Engage with clients and support marketing initiatives while fostering team-oriented 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 strong communication skills to enhance PBY Capital’s service delivery.

📌 Client Service Associate in Toronto
🏢 PBY Capital
📍 Toronto