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Ledyard National Bank

Wealth Client Associate

Pay: Not specified
Posted: 1 week ago
Location: Concord, NH (Onsite)
Last Updated: 1 day ago
Hours: Full-Time
Expires: 12/15/2026

Job Description

Were hiring a Wealth Client Associate! Join Ledyard Financial Advisors and play an important role in creating an exceptional experience for our Wealth Management clients. Youll 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.

Were 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.#LedyardBank #LedyardFinancialAdvisors #WealthManagement #ClientAssociate #FinancialCareers #NHJobs #NowHiring

Benefits

  • Dental Insurance
  • Other Retirement and Savings
Review key factors to help you decide if the role fits your goals.
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Total Score
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Average of individual scores