Registered Client Associate

Company DescriptionThe Parson | Dedic Wealth Management Group is part of the Wells Fargo Advisors Financial Network, focused on providing personalized and comprehensive financial strategies. With a commitment to exceptional client service, the group helps individuals and families achieve their financial goals through tailored investment solutions. The organization fosters a supportive and professional environment, dedicated to upholding trust and excellence in financial planning and wealth management.Role DescriptionThis is a full-time on-site role for a Registered Client Associate located in Owosso, MI. The Registered Client Associate will assist with client service needs, support financial advisors in daily operations, prepare client reports, handle account management tasks, and ensure seamless execution of transactions. The role also involves building strong client relationships, problem-solving, and ensuring prompt and professional communication with clients and team members.Essential Duties and Responsibilities:·        Responsible for ensuring all client needs are promptly and accurately addressed; politely answer telephone calls and address administrative questions·        Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution·        Prepare and review documents and materials for client meetings, ensuring accuracy and organization ·        Prepare deposits and scan incoming checks; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors·        Create and close accounts as advised; update balance sheets and financial plans ·        Establish and maintain client files to meet regulatory and compliance requirements; create and produce reports and databases for maintaining files and record keeping Required Qualifications:·        Bachelor’s Degree preferred; completed college coursework in conjunction with work experience will also be considered·        Investment, Financial Services, related industry experience or customer service oriented experience preferred but not required·        FINRA Series 7 or 66 (or 63 and 65) preferred; or willingness to obtain·        Proficiency in Microsoft Office required·        Background check requiredDesired Traits:·        Self-Motivated: Working effectively independently and with other team members·        Strong Work Ethic: Setting and achieving goals·        Dependable: Consistently following through·        Positive Attitude: Creating a great work environment     Strong verbal and written communication skillsBenefit Offerings:·      Competitive salary with performance bonus potential ·      401(k) with company match·      Medical and Dental·      Voluntary Vision, STD, LTD·      Group Life·      Paid Time Off and Paid HolidaysThis is an onsite position with a pleasant office environment. If this sounds like an opportunity that aligns with your career goals, we encourage you to apply today!Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAN), Member SIPC. Parson | Dedic Wealth Management Group is a separate entity from WFAFN.