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Citizens Investments Work Values
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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:
Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.
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
Information about Citizens Investments
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees:
These are some of the questions we asked our climbers about their experiences with Citizens Investments:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Citizens Investments had these interests:
| Websites | |
|---|---|
| CNBC https://www.cnbc.com/ |
Stock Market/Business Analysis |
