Senior Sales Support Specialist

2 weeks ago


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

Job Title: Senior Affluent Market Sales Assistant

Company: M&T Bank

Overview: The role entails providing comprehensive administrative and sales support to Registered Representatives (Financial Advisors) within a designated branch or region.

Key Responsibilities:

  • Facilitate the maintenance of client relationships through effective administrative support.
  • Engage in sales-related initiatives, including audits and onboarding of clients.
  • Assist in the preparation of sales materials for various meetings.
  • Organize sales meetings, appointments, and travel logistics.
  • Review and process documentation, execute trades, and uphold sales reporting standards.
  • Deliver customer service support to clients as needed.
  • Comply with risk management and regulatory requirements.
  • Foster diversity and embody the company’s brand values.
  • Maintain internal control protocols and address audit findings.
  • Complete additional tasks as assigned.

Qualifications:

Required Education and Experience:

An Associate's degree along with a minimum of 1 year of experience in sales or administrative roles.

Possession of FINRA Series 6 and/or 63 licenses.

State Life, Accident, and Health (LAH) license.

Preferred Education and Experience:

A minimum of 5 years of experience in sales or administrative functions.

FINRA Series 7 and 99 licenses are preferred.

Compensation: $35.59 Hourly



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