Senior Client Service Associate

General Catalyst(1 month ago)

HybridFull TimeSenior$134,609 - $179,076 (estimated)Wealth Management

About this role

The Senior Client Service Associate at GC Wealth provides high-touch support to high-net-worth clients, serving as a key relationship contact and ensuring seamless execution of financial operations. This role supports complex account setups and custodial operations while guiding and mentoring junior associates. The position acts as a trusted resource across internal teams and may progress toward Analyst or Relationship Manager responsibilities, with potential pursuit of CFA or CFP credentials.

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Required Skills

Client Service
Onboarding
Account Administration
Custodial Operations
Cash Movements
Wire Transfers
Securities Transfers
Account Maintenance
KYC Compliance
Entity Setup

+12 more

Qualifications

Bachelor's Degree in Finance or Business Administration
CFA (Pursuing)
CFP (Pursuing)

About General Catalyst

generalcatalyst.com

General Catalyst is a venture capital firm that invests in ambitious technology companies across consumer, enterprise, healthcare, and fintech sectors. It partners with founders from seed through growth stages, providing capital alongside strategic guidance and operating resources to help scale businesses. The firm combines investors and experienced operators to support product, engineering, go‑to‑market, and talent needs. General Catalyst focuses on long‑term, mission‑driven companies and active partnership to build category‑defining businesses.