About the job

Client Service Associate Location: Kettering, OH

Are you a detail-oriented professional who values structure, discipline, and delivering exceptional client service? Do you thrive in a collaborative, client-first environment where follow-through and professionalism are key? If so, Secure Future Advisors invites you to consider joining our growing team as a Client Service Associate.

As an independent retirement planning and financial services firm based in Kettering, OH, Secure Future Advisors is committed to providing innovative, conservative financial strategies tailored to our clients' needs. The Client Service Associate plays a vital role in maintaining our high standard of service by supporting client relationships, managing operational tasks, and ensuring smooth day-to-day functions of the office.

Key Responsibilities

· Coordinate, organize, and process client paperwork, including applications and service forms.

· Communicate with investment and insurance companies to open and service accounts.

· Manage client service requests such as name/address changes, ACH setups, and general inquiries via phone, email, and in person.

· Maintain accurate and up-to-date client records and correspondence.

· Support office operations, including scheduling appointments, answering phones, and assisting with administrative tasks.

· Process Required Minimum Distributions (RMDs) and manage internal calendars and client communication workflows.

What We’re Looking For

We’re seeking someone with strong attention to detail, a service-minded approach, and a willingness to grow within the firm. The ideal candidate will demonstrate the following competencies:

Core Competencies

• Exceptional organizational skills and attention to detail.
• Strong verbal and written communication abilities.
• Ability to build and maintain lasting client relationships.
• Proactive mindset with a strong sense of initiative and accountability.
• Team-oriented with a positive, can-do attitude.
• Effective problem-solving and time management skills.
• Comfort with handling confidential and sensitive client information.

Qualifications

• Associate’s degree or equivalent work experience.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Prior experience in customer or client service roles.
• Professional demeanor with a growth-oriented mindset (“humble, hungry, and smart”).
• Self-driven and dependable (“batteries included”).
• Willingness to obtain: Life & Health Insurance License, SIE, Series 7, or Series 66 certifications in 1-2 years.

Work Environment & Schedule

· This is a full-time, on-site position: Monday–Friday, 8:30 AM – 4:30 PM.

· Some evening hours are required to support client events or webinars.

· Primarily a sedentary role requiring regular computer use.

Benefits

· Company-sponsored health insurance contributions.

· Retirement plan with employer matching.

· Paid time off and observed holidays.

Join a team that values integrity, innovation, and exceptional client service. This is a unique opportunity to grow your career in a supportive and professional environment.

Learn more about us at https://securefutureadvisor.com/