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Sales Support Specialist for Affluent Markets

2 months ago


Baldwinsville, New York, United States M&T Bank Full time

Job Title: Sales and Administrative Support Associate

Company: M&T Bank

Location: Baldwinsville, New York, United States of America

Overview: Deliver comprehensive administrative and sales assistance to Financial Advisors within a specified branch or region.

Key Responsibilities:

  • Enhance client relationships by managing communications and follow-up tasks with customers.
  • Facilitate sales processes by preparing promotional materials and assisting with client onboarding procedures.
  • Organize sales meetings, events, and travel logistics.
  • Handle documentation and transactions as required.
  • Generate regular sales reports and assist with audit and compliance functions.

Scope of Responsibilities: Operate under direct supervision, engaging with both internal and external stakeholders for necessary information.

Education and Experience: An Associate's degree or equivalent experience is preferred, particularly with a background in sales or administration, along with a Series 99 license.

Compensation: Pay range is $32.32 Hourly (USD), determined by candidate's skills and experience.