Sales Assistant - Client Relationship Support

- Pittsford, NY

Launch your career in wealth management with M&T Bank. We’re seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region. In this role, you’ll partner closely with Advisors to deliver a seamless client experience—managing follow-ups, supporting onboarding, and preparing for client engagements. This is an opportunity to build foundational experience, contribute to business development efforts, and grow within a collaborative, high-performing team.

Primary Responsibilities:

•  Partner with Financial Advisors to support client relationships and deliver a seamless client experience across an assigned branch or region

• Manage client follow-ups, servicing requests, and day-to-day communication with existing and prospective clients

• Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities

• Assist with marketing materials, events, and seminars to support business development efforts

• Track sales and referral activity to provide visibility into performance

•  Review and process documentation, ensuring accuracy and timely submission

• Support trade processing, audit, compliance, and risk management activities

​

Education and Experience Required:

Associate’s degree, or in lieu of a degree, a combined minimum of 2 years’ higher education and/or work experience

Education and Experience Preferred:

Minimum of 1 years’ sales and/or sales administration experience

FINRA Series 99 license

Location