Wealth Client Associate
Ledyard Financial Advisors Hybrid – Concord, NH
Join a team where client service meets excellence. As a Wealth Client Associate, you’ll be the trusted right hand to our Financial Advisors — managing communications, coordinating account activities, and delivering top-tier support with precision and professionalism.

What You’ll Do

• Handle high-touch client interactions
• Prepare polished documents & manage records
• Anticipate needs and exceed expectations

What You Bring

• 5+ years admin support, 4+ years as Client Associate
• Experience in financial services, trusts, or paralegal work
• Cannon Trust Training or CFP preferred

Hybrid flexibility + meaningful work = a career you’ll be proud of. Apply now and help us elevate the client experience.

• Handle high-touch client interactions
• Prepare polished documents & manage records
• Anticipate needs and exceed expectation