Wealth Client Associate — Client Experience & Coordination

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

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.