Cash movements and securities transfers processing
General Catalyst is seeking a Client Service Associate for its wealth management division, GC Wealth, located in Washington, DC. The role requires a detail-oriented professional who will provide high-quality support to high-net-worth clients and work closely with Relationship Managers and Analysts
Job Summary
General Catalyst partners with ambitious entrepreneurs to drive resilience and applied AI across the globe.
The Client Service Associate serves as a trusted resource for high-net-worth clients while ensuring efficient execution of account operations.
This role requires managing complex relationships including trust setups, capital calls, and regulatory compliance monitoring.
Matching Summary
Match Score: 85
General Catalyst is seeking a Client Service Associate for its wealth management division, GC Wealth, located in Washington, DC. The role requires a detail-oriented professional who will provide high-quality support to high-net-worth clients and work closely with Relationship Managers and Analysts.
Skills & Requirements
Must-have
High-net-worth client relationship management
Account onboarding and KYC documentation
Cash movements and securities transfers processing
Alternative investment activity support
Audit-ready documentation maintenance
Nice-to-have
White-glove client service experience
Anticipating complex client needs
Wealth management technology platform familiarity
CRM system proficiency
Exceptional problem-solving skills
Key Requirements
Bachelor's degree in Finance, Economics, or Business
1 to 3 years of wealth management experience
Knowledge of custodial platforms and financial operations