Client Service Associate, GC Wealth

Who We Are General Catalyst is a global investment and transformation company that partners with the world’s most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond. With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit organizations. About The Role 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. Key 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 redemptio