Client Service Associate in Toronto

12 hours ago
Toronto, Ontario, Canada PBY Capital Limited Full-time
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 support
• Assist with business development and client event organization
• Coordinate client communications and marketing initiatives
• Maintain accurate records in CRM and produce reports
• Support client onboarding and account documentation processes

Requirements:
• Undergraduate degree in Business, Finance, or related field
• 2-5 years in financial services or client service roles
• Strong proficiency in Microsoft Office, especially Excel
• Bilingual English/French is a strong asset
• Client-focused mindset with strong analytical skills Develop your career in client relationship management with PBY Capital and gain valuable industry expertise.

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