Sales Assistant - Client Relationship Support
- Pittsford, NY
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. In this role, you'll partner closely with Advisors to deliver a seamless client experience-managing follow-ups, supporting onboarding, and preparing for client engagements. This is an opportunity to build foundational experience, contribute to business development efforts, and grow within a collaborative, high-performing team.
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 and Experience Required:
Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education and/or work experience
Education and Experience Preferred:
Minimum of 1 years' sales and/or sales administration experience
FINRA Series 99 license
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Pittsford, New York, United States of America