💼 Client Service Associate (Norwood, MA)

Company
Financial Engines
Location
Westwood, MA
Date posted
2024-12-19
Job Type
None
Industry
Accounting / Finance
Description
Client Service Associate (Norwood, MA) At Edelman Financial Engines, we believe everyone deserves to move their financial life forward We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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