Listed on General Catalyst’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
A client service role supporting high-net-worth wealth management accounts, involving account administration, client onboarding, and operational support for relationship managers and analysts. Suited for detail-oriented professionals who want to build expertise in wealth management operations and client service.
Our summary, not General Catalyst’s wording. The full posting is on their site.
What they ask for
Required
- Bachelor's degree in Finance, Economics, Business, or related field
- 1 to 3 years of experience as Client Service Associate or similar role in wealth management or investment advisory
- In-depth knowledge of custodial platforms, account administration, and financial operations
- Ability to manage multiple priorities
- Excellent attention to detail, communication, and problem-solving skills
Nice to have
- Experience with wealth management technology platforms
- Experience with CRM systems