Client Service Associate, GC Wealth

General Catalyst; Washington (District of Columbia); On-site; USD 70,000 - 100,000; Full time

Job summary

General Catalyst is seeking a Client Service Associate to join GC Wealth, supporting day-to-day client accounts and wealth-management operations. The role partners with Relationship Managers and Analysts to ensure high-quality service and timely execution of client needs.

The ideal candidate has 1–3 years in wealth management, with knowledge of custodial platforms, account administration, and financial operations, plus exceptional attention to detail and communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1 to 3 years of experience as a Client Service Associate or similar role within wealth management or investment advisory.
• In-depth knowledge of custodial platforms, account administration, and financial operations.
• Proven ability to manage multiple priorities and deliver exceptional service.
• Excellent attention to detail, communication, and problem-solving skills.

Responsibilities

• Support client service efforts by responding to inquiries and assisting with relationship management for high-net-worth clients
• Assist with client onboarding, including account openings, KYC documentation, and entity setup (e.g., trusts, LLCs)
• Process cash movements, wires, journals, and securities transfers accurately and in line with firm policies
• Handle account maintenance requests (e.g., beneficiary updates, address changes, standing instructions)
• Monitor accounts for required actions (e.g., RMDs, KYC updates) and elevate as needed
• Support alternative investment activity, including subscriptions, capital calls, and redemptions
• Track and follow up on outstanding items across custodians, banks, and internal teams
• Maintain accurate records and ensure proper documentation for reporting and compliance
• Deliver a high-quality client experience and elevate complex issues appropriately
• Monitor and follow through on outstanding items across custodians, banks, and internal departments.
• Maintain accurate records for cost basis, tax documents, and customized reporting requirements.
• Maintain audit-ready documentation and support internal/external reviews.
• Anticipate client needs and deliver a white-glove, highly responsive service experience.

Skills

Client relationship management

Attention to detail

Communication

Problem solving

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Wealth management platforms

CRM systems

Job description

General Catalyst is a global investment and transformation company that partners with the world’s most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond.

With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.

GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit organizations.

About The Role

We are seeking a Client Service Associate to join our wealth management organization.

The Client Service Associate (CSA) is a key member of the GC Wealth team, supporting the delivery of high-quality service and efficient execution of client needs. This role partners closely with Relationship Managers and Analysts to provide day-to-day support across client accounts and operations. This professional oversees complex client relationships and serves as a trusted resource for both clients and internal teams. The ideal candidate is detail-oriented and client-focused.

Key Responsibilities

• Support client service efforts by responding to inquiries and assisting with relationship management for high-net-worth clients
• Assist with client onboarding, including account openings, KYC documentation, and entity setup (e.g., trusts, LLCs)
• Process cash movements, wires, journals, and securities transfers accurately and in line with firm policies
• Handle account maintenance requests (e.g., beneficiary updates, address changes, standing instructions)
• Monitor accounts for required actions (e.g., RMDs, KYC updates) and elevate as needed
• Support alternative investment activity, including subscriptions, capital calls, and redemptions
• Track and follow up on outstanding items across custodians, banks, and internal teams
• Maintain accurate records and ensure proper documentation for reporting and compliance
• Deliver a high-quality client experience and elevate complex issues appropriately
• Monitor and follow through on outstanding items across custodians, banks, and internal departments.
• Maintain accurate records for cost basis, tax documents, and customized reporting requirements.
• Maintain audit-ready documentation and support internal/external reviews.
• Anticipate client needs and deliver a white-glove, highly responsive service experience.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1 to 3 years of experience as a Client Service Associate or similar role within a wealth management or investment advisory firm.
• In-depth knowledge of custodial platforms, account administration, and financial operations.
• Proven ability to manage multiple priorities and deliver exceptional service.
• Excellent attention to detail, communication, and problem-solving skills.

Preferred Qualifications

• Experience with wealth management technology platforms and CRM systems.

At General Catalyst, we believe the best ideas and the boldest outcomes come from people who bring different perspectives to the table. We know that outlier outcomes require us to think differently than everyone else. That’s why we’re committed to building teams that reflect a wide range of backgrounds, experiences and ways of thinking. Diverse perspectives are essential to our mission of responsible innovation and creating inclusive prosperity.