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Senior Sales Support Specialist
2 months ago
Job Title: Senior Affluent Market Sales Assistant
Company: M&T Bank
Overview: This role is essential in delivering administrative and sales support to Financial Advisors within a designated branch or region.
Key Responsibilities:
- Facilitate the upkeep of client relationships through comprehensive administrative support.
- Engage in sales-related initiatives, including client onboarding and audits.
- Assist in the preparation of sales materials for various meetings.
- Organize sales meetings, manage appointments, and coordinate travel logistics.
- Review and process necessary documentation, execute trades, and maintain accurate sales reporting.
- Provide exceptional customer service to clients.
- Ensure compliance with risk management and regulatory standards.
- Champion diversity and embody the company’s brand values.
- Uphold internal control measures and address any audit findings.
- Perform additional duties as assigned.
Scope of Responsibilities:
Required Qualifications:
An Associate's degree coupled with a minimum of one year of experience in sales or administration.
Possession of FINRA Series 6 and/or 63 licenses.
State Life, Accident, and Health (LAH) license.
Preferred Qualifications:
A minimum of five years of experience in sales or administrative roles.
Possession of FINRA Series 7 and 99 licenses.
Compensation: $35.59 Hourly