Wealth Client Associate

Ledyard National Bank; Hanover (NH); On-site; USD 50,000 - 70,000; Full time

Job summary

Ledyard Financial Advisors in Hanover, NH is seeking a Wealth Client Associate to support Wealth Management clients. You will coordinate client needs and account activities, prepare for meetings, manage follow-up, and help build strong client relationships.

The ideal candidate has 5+ years of administrative support experience and 4+ years as a Client Associate, with experience in financial services, trusts, or retirement plans. CFP or Cannon Trust Training is a plus.

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.
• Strong communication, organization, attention to detail, and excellent client service.

Responsibilities

• Coordinate client needs and account activities.
• Prepare for client meetings and manage follow-up.
• Build relationships rooted in trust, responsiveness, and care.
• Partner with Financial Advisors to support Wealth Management clients.

Skills

Administrative support

Client relations

Financial services knowledge

Communication skills

Organization

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.