Client Service Associate, GC Wealth

General Catalyst • Washington, DC

1d

About The Position

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.

Requirements

• 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.

Nice To Haves

• Experience with wealth management technology platforms and CRM systems.

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 escalate 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 escalate 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees