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 Robust 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,

📌 Client Service Associate – Wealth Management (London)
🏢 Ford Keast
📍 London