Become a key player at PBY Capital as a Dealer Operations & Support Associate. This role focuses on investor onboarding, account management, and operational efficiency in a cooperative environment. PBY Capital is searching for a motivated individual to support varied operational functions within the firm.

As a Dealer Operations & Support Associate, you will interact with internal teams, external partners, and service providers. This position involves handling investor onboarding, maintaining accurate records, and resolving operational challenges to enhance client service. Key Responsibilities:

- Manage investor onboarding and account activities
- Process operational requests and follow up on issues
- Respond to inquiries and troubleshoot operational matters
- Maintain accurate client and dealer records
- Prepare investor communications and reports

Requirements:

- Bachelor's degree in Business, Finance, or related field
- 2-5 years in financial services operations
- Knowledge of KYC and AML requirements
- Strong proficiency in Microsoft Excel
- Bilingual in English/French is a plus

Contribute to operational excellence and client success at PBY Capital.

📌 Dealer Operations Associate at PBY Capital (Montreal)
🏢 PBY Capital
📍 Montreal