What We Do

We assign a dedicated team of Client Onboarding Specialists to manage the end-to-end transition of your client relationships.

These specialists focus on minimizing client effort and accelerating asset transfer. From account application through funding, they tackle every detail such as account linking, establishing RMDs, online access, etc.

Every transition is handled with the care and precision your clients expect. So, from day one, you’re free to do what matters most: understand their ambitions, build their confidence and focus on the work that only you can do.

How We Do It

• Efficient Data Gathering: We utilize a comprehensive relationship questionnaire to capture all necessary client data efficiently in a single meeting.
• Active Status Tracking: We conduct regular status reviews with you, utilizing a detailed tracking system to monitor the progress of every account.
• Local Alignment: We align you with a local Client Service Associate to provide continuous, day-to-day operational support for your practice.
• Support for International Clients: Citi has specialized servicing support and processes to help clients in specific countries and territories.