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.
Client Service Associate in Toronto employer: PBY Capital Limited
PBY Capital is an exceptional employer that fosters a collaborative and supportive work culture, where teamwork and initiative are highly valued. Located in a dynamic environment, this role as a Dealer Operations & Support Associate offers extensive opportunities for professional growth and development, allowing employees to engage with various operational aspects while contributing to the firm's success. With a commitment to employee well-being and continuous improvement, PBY Capital stands out as a rewarding place to build a meaningful career.
