Location
Pittsford
Job Type
Full-time
Posted
June 29, 2026
Job Description
**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 coordinatin...
**- 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 coordinatin...
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