Wealth Client Associate

Ledyard Bank; Hanover (NH); On-site; USD 52,000 - 78,000; Full time

Job summary

Ledyard Financial Advisors in Hanover, NH, seeks a Wealth Client Associate to support Wealth Management clients. You will coordinate client needs and account activities, prepare for meetings, and manage follow-up with a focus on trust, responsiveness, and care.

Ideal candidates have 5+ years of administrative support, 4+ years as a Client Associate, and experience in trusts or retirement plans; CFP training is a plus. Join us to be the trusted partner clients rely on.

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.
• Manage follow-up and documentation.
• Build relationships rooted in trust, responsiveness, and care.

Skills

Communication

Organization

Attention to detail

Client service

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.