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Citi Group Citi Wealth Work / Law Firm Group – Client 
United States, New York, New York 
659603271

24.09.2024

Citi’s WAW Law Firm Group (LFG) is looking to fill a

Responsibilities:

  • Provide analytical support to the LFG Advisory Services Team
  • Be an integral part of the production of over 200 tailored comparative presentations throughout the year
  • Interface with LFG clients to administer and collect law firm financial surveys
  • Maintain and mine databases of survey results
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications:

  • 2-5 years relevant experience
  • Licensing: Series 7, 63 and 65 or 66
  • Demonstrated interest in finance and/or law
  • Strong analytical skills and high attention to detail
  • Proficiency and aptitude in utilizing MS Office, specifically Microsoft Excel, Access, and PowerPoint

Education:

  • Bachelor's/University degree or equivalent experience
Private Client CoverageLaw Firm Advisory Services

Full timeNew York New York United States$86,330.00 - $120,470.00



Anticipated Posting Close Date:

Sep 25, 2024

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