Client Service Associate In Toronto

Client Service Associate In Toronto

31 Oct
|
PBY Capital
|
Toronto

31 Oct

PBY Capital

Toronto

Elevate client relationships at PBY Capital as a Client Service Associate in Toronto. Support business development, enhance client experiences, and engage with investment professionals.Join PBY Capital's Toronto office, where you'll collaborate with senior team members in client service and marketing initiatives. This relationship-oriented role crucially involves understanding client needs, supporting relationship management, and fostering business growth in a dynamic environment.



Your contributions will enhance the firm's collaborative culture while expanding your skills across multiple business areas.Key Responsibilities:Deliver exceptional client experiences and relationship supportAssist with business development and client event organizationCoordinate client communications and marketing initiativesMaintain accurate records in CRM and produce reportsSupport client onboarding and account documentation processesRequirements:Undergraduate degree in Business, Finance, or related field2-5 years in financial services or client service rolesStrong proficiency in Microsoft Office, especially ExcelBilingual English/French is a robust assetClient-focused mindset with strong analytical skillsDevelop your career in client relationship management with PBY Capital and gain valuable industry expertise.

📌 Client Service Associate In Toronto
🏢 PBY Capital
📍 Toronto

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