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:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

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: