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Sales Assistant - Client Relationship SupportM&T Bank • Pittsford, Michigan, United States
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Sales Assistant - Client Relationship Support

M&T Bank
  • US
    Pittsford, Michigan, United States
  • US
    Pittsford, Michigan, United States
Jetzt Bewerben

Über

Job Title Sales Assistant - Client Relationship Support Location Pittsford, NY Overview Launch your career in wealth management with M&T Bank. We’re seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region. Primary Responsibilities Partner with Financial Advisors to support client relationships and deliver a seamless client experience across an assigned branch or region. Manage client follow‑ups, servicing requests, and day‑to‑day communication with existing and prospective clients. Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities. Assist with marketing materials, events, and seminars to support business development efforts. Track sales and referral activity to provide visibility into performance. Review and process documentation, ensuring accuracy and timely submission. Support trade processing, audit, compliance, and risk management activities. What You’ll Bring Client‑first mindset with strong organizational and communication skills. Ability to manage multiple priorities in a fast‑paced environment. Experience in sales support, administration, or client service preferred. FINRA Series 99 (or ability to obtain) preferred. Education & Experience Required: Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience. Preferred: Minimum of 1 year’s sales and/or sales administration experience. FINRA Series 99 license. Compensation Pay range: $21.49 - $35.81 per hour (USD). Equal Employment Opportunity M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.
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  • Pittsford, Michigan, United States

Sprachkenntnisse

  • English
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