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Sales Support Specialist for Affluent Markets
2 months ago
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.