Wealth Client Associate: Client Care & Coordination

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

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.