Wealth Client Associate
Ledyard National Bank
Concord, NH · Posted November 4, 2026
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How AI is used in this kind of work
Among brokerage clerks, AI is already used for some of the tasks. Measured exposure for brokerage clerks: 17% (some).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
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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