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Wealth Management

Senior Wealth Client Service Lead

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: General Catalyst
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A global investment firm is seeking a Senior Client Service Associate in San Francisco. The associate will provide high-touch support and manage complex client relationships, overseeing custodial operations while ensuring exceptional client service. The ideal candidate will possess over 3 years of experience in wealth management and a bachelor's degree, alongside strong leadership qualities.

This role offers the chance to join an innovative team dedicated to fostering long-term client success and transparency.
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Position Requirements
10+ Years work experience
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