Investment Services Associate II - Client Support & Analysis

Peoples Bank Master; Newton (NC); On-site; USD 48,000 - 60,000; Full time

Job summary

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

Qualifications

• High school diploma or equivalent required.
• Must obtain Series 7, Series 63, and NC Life and Health licenses within 9 months.
• Successful candidate will work with financial advisors and staff.

Skills

Exceptional customer service skills

Interpersonal skills

Written and verbal communication

Professional appearance and demeanor

Work under pressure / deadlines

Independent work

Organizational skills

Prioritization of tasks

Analytical research skills

Numerical/account processing ability

Office equipment operation

Word & Excel proficiency

Learn software packages

Education

High school diploma or equivalent

Series 7 license

Series 63 license

North Carolina Life and Health Insurance licenses

Job description

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