Sales Assistant - Client Relationship Support
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