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Wealth Client Associate

  • Wealth Client Associate job type Posted on: Nov 03, 2026
  • Wealth Client Associate experience level Ledyard National Bank
  • Wealth Client Associate employment type Concord, New Hampshire
  • Wealth Client Associate employment type Onsite
  • Wealth Client Associate salary Full-time
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Job Title :

Wealth Client Associate

Job Type :

Full-Time

Job Location :

Concord New Hampshire United States

Remote :

No

Jobcon Logo Job Description :

View Full Description

Job Description

Job Description

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.

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

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Jobcon Logo Position Details

Posted:

Nov 03, 2026

Reference Number:

7b6af409

Employment:

Full-time

City:

Concord

Job Origin:

ziprecruiter

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Job Description

Job Description

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.

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

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