Affluent Market Sales Assistant

4 weeks ago


New York, New York, United States M&T Bank Full time
Job Summary:

As an Affluent Market Sales Assistant at M&T Bank, you will provide administrative and sales support to Registered Representatives (Financial Advisors) in a designated branch and/or region. This role requires interaction with internal and external contacts to obtain pertinent information and maintain customer relationships.

Key Responsibilities:

Actively support maintenance of customer relationships by providing administrative support, including receiving and returning customer calls to support follow-up activities with required servicing.
Support sales process by participating in preparing, planning, and executing sales-related activities, including audits, preparing marketing materials, and client onboarding and follow-up processes.
Assist in gathering or preparing sales materials in preparation for sales meetings and coordinate travel arrangements, sales meetings, training activities, and events and customer seminars.
Maintain regular sales reporting to keep sales force updated on regional activity and support the audit and compliance process and associated activities.
Support the sales force by facilitating the ordering and processing of business cards, name plates, and computer access.

Requirements:

Associate's degree or a combined minimum of 2 years' higher education and/or work experience.
Minimum of 1 year's sales and/or sales administration experience.
FINRA Series 99 license.

Why Join Us:

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $32.32 Hourly (USD).

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