Join PBY Capital as a Client Service Associate in Toronto, where you will support client relationships and drive marketing initiatives. Engage directly with investment professionals in a cooperative setting. Founded in 2020, PBY Capital caters to sophisticated investors.

This role is ideal for candidates looking to build expertise in client service and business development. You will work closely with senior team members and gain insights into investment management while contributing to firm growth. Key Responsibilities:

- Foster relationships by ensuring clients receive top-notch support
- Assist in business development through organizing events and marketing
- Lead client communications and develop presentation materials
- Maintain client records and reporting in CRM systems
- Support operational requests and client onboarding processes Requirements:
- Bachelor’s degree in relevant field
- 2-5 years of experience in wealth management or similar
- Strong proficiency in Excel and PowerPoint
- Detail-oriented with excellent organizational skills
- Proven analytical and problem-solving abilities Utilize your relationship management skills to thrive at PBY Capital in Toronto.

📌 Toronto Client Service Associate Role
🏢 PBY Capital
📍 Toronto