Wealth Management Client Service Associate

General Catalyst; Washington (Washington County); On-site; USD 65,000 - 90,000; Full time

Job summary

General Catalyst’s GC Wealth team seeks a Client Service Associate to support high-net-worth client accounts and day-to-day operations. You will work closely with Relationship Managers and Analysts to ensure accurate onboarding, responsive service, and compliant processing of cash movements and account changes.

The ideal candidate has a Finance-related degree and 1–3 years of wealth-management experience, excellent attention to detail, and strong communication skills.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• 1–3 years of experience in a client service or wealth management role.
• Strong knowledge of custodial platforms and financial operations.
• Excellent attention to detail and communication 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 service

Wealth management knowledge

Attention to detail

Communication

Problem solving

Education

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

Tools

CRM systems

Custodial platforms

Job description

General Catalyst’s GC Wealth team seeks a Client Service Associate to support high-net-worth client accounts and day-to-day operations. You will work closely with Relationship Managers and Analysts to ensure accurate onboarding, responsive service, and compliant processing of cash movements and account changes.

The ideal candidate has a Finance-related degree and 1–3 years of wealth-management experience, excellent attention to detail, and strong communication skills.