Wealth Client Associate
Ledyard National Bank•Concord, NH
About The Position
Ledyard Financial Advisors is hiring a Wealth Client Associate to help create an exceptional experience for Wealth Management clients. The associate partners with Financial Advisors to coordinate client needs and account activities, prepare for meetings, manage follow-up, and build relationships based on trust, responsiveness, and care.
Requirements
- At least 5 years of administrative support experience.
- At least 4 years of experience as a Client Associate.
- Experience in financial services, trusts, retirement plans, or paralegal work.
- Strong communication skills.
- Strong organizational skills.
- Attention to detail.
- Passion for exceptional client service.
Nice To Haves
- Cannon Trust Training or CFP experience.
Responsibilities
- Partner with Financial Advisors.
- Coordinate client needs and account activities.
- Prepare for client meetings.
- Manage follow-up.
- Build relationships with clients rooted in trust, responsiveness, and care.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
