Citizens Investments Work Values

Daily Duties at Citizens Investments:

• Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan. • Worked with management at project level to ensure sales goals and banker development skills are achieved. Developed client call tracking system to ensure professional representation of Citizens Investments • Prepared documents, reports and presentations using advanced software proficiency.

What they like about Citizens Investments:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Customer Service, Process Improvement, Planning, Management, Compliance, Leadership, Project Management, Cost Slashing, Financial Management, Compliance Audits, Profit Margin Increase, Business Administration, Financial Planning, Staff Management, Employee Development, Team Leadership, Superior Attention to Detail, Quality Control, Strong Communication Skills, Sales, Strategic Planning, Budget Development, Commercial Construction, Business Development, Data Analysis, Data Collection, Change Agent, Investment Strategist, Sales force, Microsoft Office

Skills

Customer Service, Process Improvement, Planning, Management, Compliance, Leadership, Project Management, Staff Management , Cost Slashing, Financial Management , Business Management , Profit Margin Increase, Compliance Audits, Business Administration , Financial Planning , Employee Development , Investments , Team Leadership, Microsoft Office, Quality Control, Communication Skills, Sales, Public Speaking , Strategic Planning , Budget Development , Construction Site Management , Process Improvement , Business Development , Data Analysis , Data Collection , Detail-oriented

These are some of the questions we asked our climbers about their experiences with Citizens Investments: