Wealth Client Associate — Client & Coordination
-
Finance & Banking
Job Description & How to Apply Below
Ledyard Financial Advisors in Hanover, NH is seeking a Wealth Client Associate to support Wealth Management clients. You will coordinate client needs and account activities, prepare for meetings, manage follow-up, and help build strong client relationships.
The ideal candidate has 5+ years of administrative support experience and 4+ years as a Client Associate, with experience in financial services, trusts, or retirement plans. CFP or Cannon Trust Training is a plus.
The Wealth Client Associate — Client Experience & Coordination role at Ledyard National Bank is now open for applications in Hanover, NH, United States.
We are seeking a motivated Wealth Client Associate — Client Experience & Coordination to join Ledyard National Bank in Hanover, NH, United States.
Consider building your career as a Wealth Client Associate — Client Experience & Coordination at Ledyard National Bank.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction