Client Service Associate Private Wealth Management

Company Description Aeternum Capital provides personalized wealth planning and investment management strategies for individuals and families at every stage of wealth. The firm focuses on tax and estate planning, multi-generational transitions, and concentrated wealth management to help clients navigate the complexities of significant assets. Using a collaborative approach, Aeternum Capital leverages deep expertise and resources to deliver tailored, high-impact solutions that go beyond investments to address the unique needs of each family. The firm aims to serve as the financial nucleus of a client’s legacy, coordinating strategies across generations. Aeternum Capital works with duly registered representatives of Equitable Advisors, LLC and duly licensed agents of Equitable Network, LLC for securities, annuities, and insurance solutions, and is not a registered investment advisor nor owned or operated by Equitable Advisors or Equitable Network. Role Description The Client Service Associate, Private Wealth Management is a full-time, on-site role based in the New York City Metropolitan Area. This role supports wealth advisors in delivering high-quality client service, including managing client inquiries, preparing meeting materials, and assisting with account opening, maintenance, and transfer requests. The associate will coordinate documentation, track follow-ups, and ensure accurate, timely processing of client requests in accordance with firm and regulatory standards. Daily responsibilities include maintaining client records, updating CRM systems, preparing reports, and collaborating with internal teams and external providers to resolve service issues. The role also involves helping organize client meetings and events, supporting the onboarding experience, and contributing to a consistent, professional client experience across all touchpoints. Qualifications Strong client-facing skills, including Client Services and Customer Service capabilities to support high-net-worth and ultra-high-net-worth clients. Experience in Customer Support functions, with the ability to manage inquiries, troubleshoot issues, and ensure timely resolution. Excellent Communication skills, both written and verbal, to interact professionally with clients, advisors, and internal stakeholders. Foundational knowledge of Finance, wealth management concepts, and investment products to support private wealth advisory activities. Relevant experience in financial services, private wealth, or a related client service environment; prior work with CRM or portfolio reporting systems is advantageous. Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced setting. Proficiency with standard office software (e.g., Microsoft Office or equivalent) and comfort learning new technology platforms. Bachelor’s degree in Finance, Business, Economics, or a related field preferred, or equivalent relevant experience. #J-18808-Ljbffr Aeternum Capital