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The Sales Associate is assigned to one or more Sales Officers. The incumbent works closely with the Sales officer to assist in their marketing and sales efforts. Prepares sales presentations and does so with little supervision or direction, track leads including pending business and new business. Works with the Sales officer to retain and enhance current client relationships. Coordinates (and attends) seminars, firm presentations and entertainment events.
The qualified candidate will have an undergraduate degree or equivalent experience is preferred. Incumbent must possess strong interpersonal and presentation skills as well as excellent written and verbal communication skills. Must have strong organizational skills;; flexibility and creativity are necessary. Primary Location: United States-USA-CA-San Francisco Work Locations: Job: Wealth Management Organization: BNY MELLON