Private Wealth Client Services Specialist

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 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.