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:
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Partner with Financial Advisors to support client relationships and deliver a seamless client experience across an assigned branch or region
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Manage client follow-ups, servicing requests, and day-to-day communication with existing and prospective clients
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Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities
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Assist with marketing materials, events, and seminars to support business development efforts
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Track sales and referral activity to provide visibility into performance
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Review and process documentation, ensuring accuracy and timely submission
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Support trade processing, audit, compliance, and risk management activities
What You’ll Bring
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Client-first mindset with strong organizational and communication skills
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Ability to manage multiple priorities in a fast-paced environment
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Experience in sales support, administration, or client service preferred
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
Benefits
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.