General Motors · 3 weeks ago
Senior Client Service Associate
San Francisco or Washington DC
Full-time
Onsite
Mid, Senior Level
3+ years expGeneral Catalyst is a global investment and transformation company that partners with ambitious entrepreneurs to drive resilience and applied AI. The Senior Client Service Associate is responsible for providing high-touch support to clients, overseeing complex client relationships, and guiding junior associates in the wealth management team.
AutomotiveElectric VehicleInformation ServicesManufacturingTransportation
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
Qualification
Required
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
Company
General Motors
General Motors is an automotive company that designs, produces, markets, and distributes vehicles and vehicle parts.
10001+ employees
H1B Sponsorship
General Motors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (787)
2024 (740)
2023 (450)
2022 (795)
2021 (748)
2020 (452)
Funding
Current Stage
Public CompanyTotal Funding
$8.51BKey Investors
US Department of Energy
2025-05-05Post Ipo Debt· $2B
2024-10-31Grant· $8M
2024-07-11Grant· $500M
Leadership Team
Mary Barra
Chair and Chief Executive Officer
Tony Cervone
Senior Vice President, Global Communications
Recent News
2026-01-11
Research & Development World
2026-01-11
Company data provided by crunchbase