Sales Assistant - Client Relationship Support

Requirements

• 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

Additional Information

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

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