Client Login Let's Talk

Susie Arling

Client Service Associate

“Truepoint is all about the clients AND the employees. I love working at a company with a strong, compassionate, and innovative culture, and I am proud to contribute to its world-class client service efforts.”

Susie’s Story

Susie serves Truepoint’s clients, as well as the firm’s advisors, by taking care of important daily account tasks and overall service needs. She also contributes to broader team projects that analyze, refine, and improve Truepoint’s client service processes and procedures. As part of her responsibilities, she keeps up to date on the most recent custodial technologies, as well as emerging industry trends.

When she is not at work, Susie likes to spend time with family and friends by entertaining at home or enjoying the community. She also spends leisure time by getting out on the water and sailing, working on a decorative painting project, or reading with her book club.


Education

The Ohio State University, BS, Visual Communications

Community Involvement (5)

  • United Way
  • Freestore Foodbank
  • Matthew 25 Ministries
  • Crossroads Church, First Impressions Team
  • GoLocal Community Outreach, Project Leader

Interested in working with
our team?

Schedule a meeting