Client Service Associate
Job Description & How to Apply Below
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.
Position Requirements
10+ Years
work experience
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