Senior Client Service Associate

General Catalyst•San Francisco, CA

4d•Onsite

About The Position

The Senior Client Service Associate (Sr. CSA) is a key member of the GC wealth management team, providing high-touch support to clients and ensuring seamless execution of their financial needs. This experienced professional oversees complex client relationships, guides junior associates, and serves as a trusted resource for both clients and internal teams. The ideal candidate has a strong understanding of custodial operations, demonstrates exceptional client service skills, and may be progressing toward an Analyst or Relationship Manager role—potentially while pursuing the Chartered Financial Analyst or Chartered Financial Planner designations.

Requirements

Minimum of 3+ years of experience as a Client Service Associate or similar role within a wealth management, investment advisory firm, RIA or UHNW Family Office.
Bachelor’s degree, preferably in finance, business administration or related field.
In-depth knowledge of custodial platforms, account administration, and financial operations.
Proven ability to manage multiple priorities and deliver exceptional service.
Demonstrated leadership and mentoring skills with a collaborative team approach.
Excellent attention to detail, communication, and problem-solving skills.
Ability to work in our San Francisco or Washington DC office a minimum of 4 days a week.

Responsibilities

Serve as the primary point of contact for day-to-day client inquiries and relationship support, delivering proactive and personalized service to high-net-worth individuals and families.
Partner with Relationship Managers and Analysts to manage onboarding high net worth clients, including account openings, know your customer documentation, and complex entity setups (trusts, LLCs, foundations).
Process cash movements, wires, journals, and securities transfers with high accuracy and precision in alignment with firm policies and compliance standards.
Execute account maintenance tasks such as account beneficiary updates, address changes, and standing money transfer instructions, including addressing any account maintenance items within the custodian platform to ensure timely and accurate account processing.
Monitor client accounts for required actions (e.g., required minimum distributions, know your customer updates, and investment suitability updates).
Track and coordinate alternative investment subscriptions, capital calls, and redemptions.
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, acting as the main point of escalation for client inquiries, issues, and service resolutions, ensuring swift and effective outcomes.