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Senior Sales Support Specialist

2 months ago


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

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