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Citigroup Citi Wealth at Work / Law Firm Group – Senior Client Specialist – Advisory Services in New York, New York

Citi’s WAW Law Firm Group (LFG) is looking to fill a Client Advisory Analyst role in the Advisory Services Team. The Law Firm Advisory Services teams offers thought leadership to the legal industry via publications of research, analysis, survey findings, and speaking engagements. The team’s Client Specialists are supported by a group of Client Analysts, who are responsible for administering the surveys and maintaining the databases which generates the data that creates much of the collateral and content that is then shared with LFG’s clients. The ideal candidate will have a strong interest in the legal industry, an analytical mind, and a very high attention to detail.

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

Job Family Group:

Private Client Coverage


Job Family:

Law Firm Advisory Services


Time Type:

Full time


Primary Location:

New York New York United States


Primary Location Full Time Salary Range:

$86,330.00 - $120,470.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.


Anticipated Posting Close Date:

Sep 24, 2024


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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