Wealth Client Associate
Concord, NH, United States4d ago
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Key details
- Location
- Concord, NH, United States
- Work style
- Onsite
- Level
- Entry level
- Job type
- Full-time
- Experience
- 5–8 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 4d ago
About the role
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.
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