Client Service Associate – Wealth Management

Ford Keast LLP; London; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Salary based on experience

RRSP Program

Health & Wellness Benefits

Job summary

Ford Keast Wealth Management is hiring a Client Service Associate in Ontario. You will support our Financial Planning Associate and Certified Financial Planner, coordinating client meetings and documentation to deliver an exceptional client experience.

The role involves handling onboarding, account paperwork, and ongoing client communications within a trusted, long-established practice that values collaboration, accuracy, and client-first service.

Qualifications

• Excellent communication skills, both written and verbal.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong problem-solving skills and client issue handling.
• Maintain professionalism and confidentiality.
• Collaborate with internal and external stakeholders.
• Basic understanding of financial planning and investment processes.
• Graduate of a University or College Administrative program, or equivalent.
• Experience in Wealth Management or public accounting is an asset.

Responsibilities

• Deliver exceptional client service by responding to inquiries and coordinating communications.
• Coordinate and schedule meetings with clients and internal stakeholders.
• Provide administrative and operational support to the Associate and the Financial Planner.
• Prepare and organize client meeting materials and onboarding documentation.
• Support client onboarding, account setup, and ongoing communications.
• Maintain accurate and confidential client records across systems.
• Assist with preparation of financial planning, investment, retirement, tax, and estate planning documents.
• Generate reports and provide administrative support to advisory and accounting teams.
• Perform general administrative duties and data entry.

Skills

Communication

Organizational skills

Data entry

Multitasking

Problem-solving

Confidentiality

Teamwork

Financial planning knowledge

Education

University/College Admin program

Tools

Microsoft Office

Doc.it

DocuSign

Caseware

Custodian Portals

Job description

Join Our Team at Ford Keast Wealth Management

Join a growing and dynamic team at Ford Keast Wealth Management, where trust, collaboration, and personalized client service are at the heart of everything we do. As part of an integrated team of accounting, financial planning, and investment professionals, we help clients achieve peace of mind through comprehensive wealth management strategies tailored to their unique goals.

Summary

As a Client Service Associate, you will play a key role in delivering an exceptional client experience while supporting our Financial Planning Associate and Certified Financial Planner in the day-to-day operations of the practice. From coordinating client meetings and preparing documentation to supporting financial planning, retirement, estate, and tax planning initiatives, you will be an integral part of a collaborative team dedicated to helping clients build, protect, and grow their wealth.

This is an exciting opportunity for a detail-oriented professional who thrives in a fast-paced environment, enjoys building strong client relationships, and wants to grow their career with a respected firm that combines nearly a century of trusted expertise with an innovative, client-first approach.

Why Work With Us?

AtFord Keast Wealth Management Inc., we recognize that our people are our greatest asset. That’s why we offer:

• Continuous Learning & Development– Regular coaching, professional development opportunities, and mentorship.
• A Strong Team Culture– A collaborative environment where support and knowledge-sharing are part of our DNA.
• Work-Life Balance– We respect your time and understand the importance of maintaining a fulfilling personal life.
• Community Engagement– We believe in giving back and support employees in making meaningful contributions to the community.
• Social Connection– Our active Social Committee organizes regular events to foster camaraderie and fun outside of work.

Position Duties:

• Deliver exceptional client service by responding to client inquiries and coordinating communications in a professional and timely manner.
• Coordinate and schedule meetings with clients and internal stakeholders, ensuring a seamless client experience.
• Provide administrative and operational support to Associate and the Financial Planner in the delivery of wealth management services.
• Prepare and organize client meeting materials, onboarding documentation, account paperwork, and other required client files.
• Support the client onboarding process, including account setup, documentation follow-up, and ongoing client communications.
• Maintain accurate and confidential client records, ensuring data integrity and consistency across systems.
• Process client requests and transactions, while monitoring progress and providing regular updates to clients.
• Assist with the preparation of financial planning, investment, retirement, tax, and estate planning documentation and reports.
• Support compliance and regulatory requirements by maintaining accurate records and documentation.
• Liaise with internal teams, custodians, investment partners, insurance providers, and other third-party service providers as required.
• Generate reports and provide administrative support to the broader advisory and accounting teams.
• Perform general administrative duties, including correspondence management, document preparation, filing, and data entry.
• Contribute to a collaborative, client-focused culture and support continuous improvement initiatives.
• Undertake additional duties and special projects as assigned.

Requirements:

• Excellent communication skills, both written and verbal
• Strong organizational skills, attention to detail and accuracy in data entry and recordkeeping
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
• Strong problem-solving skills and the ability to handle client inquiries and issues efficiently
• High level of professionalism and ability to maintain confidentiality
• Ability to work collaboratively with internal and external stakeholders
• Basic understanding of financial planning and investment processes
• Graduate of a University or College Administrative program, or equivalent
• Experience in a Wealth Management or public accounting Firm, an asset
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint)
• Experience with various third-party software applications such as Doc.it, DocuSign, Caseware, and Custodian Portals considered an asset

Working Conditions:

• Office setting
• Travel within Ontario required
• Longer workdays, occasional weekends during tax season
• Collegial/Team environment

We offer competitive compensation based on experience, along with a comprehensive benefits package, including:

Salary: $50,000 – $65,000 based on experience
RRSP Program:Helping you plan for your future.
Health & Wellness Benefits:Supporting your well-being.

Accessibility & Inclusion

Ford Keast Wealth Management Inc.is committed to fostering an inclusive workplace. We encourage applications from persons with disabilities and will provide accommodations throughout the recruitment process. If you require any adjustments, please let us know. Our complete accessibility policy can be found here:https://www.fordkeast.com/accessibility/

All applications are strictly confidential.