M&T Bank

Sales Assistant - Client Relationship Support

Pittsford, NY

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hirly's read of this role

Seniority: Mid level
Country: US
Work mode: On-site / unstated
First seen by hirly: 3 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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

What You’ll Bring

Client-first mindset with strong organizational and communication skills

Ability to manage multiple priorities in a fast-paced environment

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

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.

Location

Pittsford, New York, United States of America

Original posting on M&T Bank's site ↗

Listed on hirly, a job board. hirly is not the employer: M&T Bank is hiring for this role.