4 meilleures offres (automobile accounting, london on) (à pourvoir)

Client Service Associate – Wealth Management
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- De 50 000 $ à 65 000 $ par an
- Fins de semaine au besoin
- Microsoft Powerpoint
- Microsoft Word
- Finance
Senior Staff Accountant
Ford Keast —London, ON
- Fins de semaine au besoin
- Recherche
- Mathématiques
- Déplacements à prévoir
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Ford Keast —London, ON
- De 80 000 $ à 100 000 $ par an
- Temps plein
- Finance
- Esprit d'analyse
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il y a 4 jours

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Client Service Associate – Wealth Management

Ford Keast
London, ON

Postuler dès maintenant

Détails du poste

De 50 000 $ à 65 000 $ par an

Profil recherché

Microsoft Powerpoint
Microsoft Word
Investissement
Tenue de dossiers
Communication avec la clientèle
Planification fiscale
Développement des relations avec la clientèle
Intégration des clients
Préparation de documents
Tenue des dossiers
Planification des rendez-vous clients
DocuSign
Gestion des demandes des clients
Classement
Finance
CFP
Service à la clientèle
Orientation axée sur le service à la clientèle
Saisie de données
Sens de l'organisation
SharePoint
Soutien à la clientèle
Planification successorale
Compétences en communication
Interaction avec les clients

Description complète du poste

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?

At Ford 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:

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

Compensation & Benefits

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.

Join Us!

If you’re excited about the opportunity to grow your career with Ford Keast Wealth Management Inc., we encourage you to apply by email at [email protected].

While we appreciate all applications, only those selected for an interview will be contacted. We retain candidate submissions for 6 months.

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.

All applications are strictly confidential.

Postuler dès maintenant

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Client Service Associate – Wealth Management

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