AMVETS Jobs

Our Opportunity:

Trueblood Wealth Management is growing and is excited to add a full-time Client Service Associate to our team! If you want to make a difference in the lives of others, we may have the right opportunity for you. We are looking for someone who enjoys interacting with people and is passionately committed to helping others. At Trueblood Wealth Management there is plenty of opportunity for career advancement.

Who We Are:

Trueblood Wealth Management offers comprehensive wealth management services to individuals, businesses, endowments, and foundations. With more than 75 years of combined investment experience and numerous clients located throughout the United States, we have refined a consistent process that has guided clients through various market cycles. Building long-term relationships based on open communication, mutual trust, and respect is a cornerstone to the team's success.

Pay:

• $20 + per hour with the potential for increases based on experience

Work Hours:

• Full-Time
• Monday-Friday

You Would Be a Great Fit If You:

• Are a bright professional with exceptional client service experience
• Can effectively prioritize your workload and meet deadlines
• Are organized, a self-starter and able to work independently
• Have exceptional attention to detail, are tech savvy, and enjoy assisting others
• Are a critical thinker, are able to solve problems and are eager to learn
• Have proficiency in Microsoft Office and the ability to learn new technology platforms
• College Degree preferred but not required

Responsibilities Include:

• Interacting with clients via phone and in person meetings
• Answering client questions and servicing client accounts
• Organizing and preparing portfolio review materials for client meetings
• Preparing, processing, and tracking the client paperwork process
• Developing processes and procedures and updating them over time
• Maintaining and updating the client relationship management system
• Staying current on compliance requirements

What We Offer:

• Competitive Pay
• Paid Time Off
• Extensive benefit plan including Health/Vision/Dental

• 401(k) Retirement Plan

   

To Apply: Please submit an updated resume to Theran.Carroll@jfs.ohio.gov