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Investment Services Associate II - Client Support & Analysis

Peoples Bank Master

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 #J-18808-Ljbffr Peoples Bank Master

Vacancy posted 1 hour ago
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