Affluent Market Sales Support Specialist

6 days ago

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

Job Summary:

M&T Bank is seeking a highly skilled and experienced Senior Affluent Market Sales Assistant to join our team. As a key member of our sales support team, you will provide administrative and sales support to our Registered Representatives (Financial Advisors) to a designated branch and/or region.

Key Responsibilities:

  • Actively support the maintenance of customer relationships by providing administrative support to include receiving and returning customer calls from existing or prospective clients to support follow-up activities with required servicing.
  • Support the sales process by participating in preparing, planning, and executing sales-related activities, including audits, preparing marketing materials, and client onboarding and preparing and follow-up processes.
  • Assist in gathering or preparing sales materials in preparation for sales meetings. Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in the associated branch/region.
  • Coordinate travel arrangements, sales meetings, training activities/events, and customer seminars.
  • Assist in reviewing and processing paperwork sent to the home office.
  • Enter trades accepted by the Financial Advisor on the appropriate system.
  • Maintain regular sales reporting to keep the sales force updated on regional activity (i.e., updates sales and referral activity).
  • 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.
  • Provide customer service assistance to clients, including informing them of their account balances and positions. Assist clients in completing brokerage account documentation and Annuity/Insurance paperwork and obtaining and completing documentation to take withdrawals from their annuities. Discuss investments or investment products with clients. Provide clients with product-specific brochures or prospectuses when requested by the client or Financial Advisor.
  • Accept orders for securities transactions directly from clients.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports diversity and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Requirements:

  • Associate's degree and a minimum of 1 year's sales and/or sales administrative experience, or in lieu of a degree, a combined minimum of 3 years' higher education and/or work experience, including a minimum of 1 year's sales and/or sales administrative experience.
  • FINRA 6 and/or 63 licenses.
  • State Life, Accident, and Health (LAH) license.
  • Minimum of 5 years' sales and/or sales administrative experience.
  • FINRA Series 7 and 99 licenses.

Compensation:

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.36 - $35.59 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

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