Wealth Client Associate

Ledyard National Bank; Concord (NH); On-site; USD 42,000 - 66,000; Full time

Job summary

Ledyard Financial Advisors, located in Hanover, NH, seeks a Wealth Client Associate to support Wealth Management professionals and serve high-net-worth clients. The role involves coordinating client needs, preparing for meetings, and ensuring timely follow-up with accuracy and discretion.

Ideal candidates have 5+ years in administrative roles and 4+ years as a Client Associate, with experience in trusts, retirement plans, or related fields. CFP or Cannon Trust training is preferred.

Qualifications

• 5+ years of administrative support experience.
• 4+ years as a Client Associate.
• Experience in financial services, trusts, retirement plans, or paralegal work.
• Cannon Trust Training or CFP experience preferred.

Responsibilities

• Coordinate client needs and account activities.
• Prepare for meetings and manage follow-up.
• Build relationships rooted in trust, responsiveness, and care.

Skills

Administrative support

Client service

Communication

Attention to detail

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Wealth Client Associate

Wealth Management Regular Full Time Administrative Hanover, Maple Street, Hanover, NH, US

We’re hiring a Wealth Client Associate!Join Ledyard Financial Advisors and play an important role in creating an exceptional experience for our Wealth Management clients. You’ll partner with Financial Advisors, coordinate client needs and account activities, prepare for meetings, manage follow-up, and build relationships rooted in trust, responsiveness, and care.

We’re looking for: 5+ years of administrative support experience, 4+ years as a Client Associate, and experience in financial services, trusts, retirement plans, or paralegal work. Strong communication, organization, attention to detail, and a passion for exceptional client service are a must. Cannon Trust Training or CFP experience preferred.

Be the person clients trust and colleagues count on. Join Ledyard.