8 open roles
Wealth Client Associate
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. #Ledyard. Bank #Ledyard. Financial. Advisors #Wealth. Management #Client. Associate #Financial. Careers #NHJobs #Now. Hiring
Description copied from Ledyard National Bank's careers page. Read the full posting before you apply.
More jobs at Ledyard National Bank
Senior Portfolio Manager & Investment Strateg
Ledyard National Bank· Concord, NH, United StatesPrivate Wealth Advisor
Ledyard National Bank· New London, NH, United StatesPrivate Wealth Advisor
Ledyard National Bank· Concord, NH, United StatesPrivate Wealth Advisor
Ledyard National Bank· Hanover, NH, United StatesFinancial Center Manager
Ledyard National Bank· Bedford, NH, United States
More jobs in Concord
Associate Infant Teacher | The Learning Center | Full Time | Day
Concord Hospital· Concord, New HampshireEngineering Manager
Standex· Concord, NH, United StatesRegion Operations Coordinator
UGI· Concord, NH, US· $67kService Sales Representative - First Aid and Safety
Cintas· Concord, NH, USTeam Member
Jersey Mike's Subs· Concord, NH, United States