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 activitiesProcess operational requests and follow up on issuesRespond to inquiries and troubleshoot operational mattersMaintain accurate client and dealer recordsPrepare investor communications and reportsRequirements:Bachelor's degree in Business, Finance, or related field2-5 years in financial services operationsKnowledge of KYC and AML requirementsStrong proficiency in Microsoft ExcelBilingual in English/French is a plusContribute to operational excellence and client success at PBY Capital.

📌 Dealer Operations Associate At Pby Capital (Montreal)
🏢 PBY Capital
📍 Montreal