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 current role will report to the Vice‑President with an expected annual compensation range of $70,000–$90,000, commensurate with experience and qualifications. This role 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,

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