Investment Services Associate II - Client Support & Analysis
Newton, Catawba County, North Carolina, 28658, USA
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant
Paycom - ATS in Newton, NC is seeking an experienced administrative and client-service professional to support financial advisors and manage a small portfolio of client relationships. You will provide high-quality service, handle inquiries, and maintain accurate records while collaborating with home office staff.
Required licenses or the ability to obtain Series 7, Series 63, and NC Life and Health Insurance licenses within nine months, plus strong communication, organization, and
We have an opening for a Investment Services Associate II - Client Support & Analysis in Newton, NC, United States within Finance, Other.
All applications are reviewed carefully by our team.
The position is based in Newton, NC, United States.
This opportunity is part of our work in Finance, Other.
The advertised compensation is 48.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
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