Who We Are
Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.
Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.
Your Role as Customer Success Specialist
We are looking for a Customer Success Specialist to join our team. The mission of the Customer Success Specialist role is to ensure an outstanding investor experience support, particularly for UHNW clients. The service we aim to provide our clients is distinguished by timely responses, professionalism, and customized support. The role is in charge of managing day-to-day requests to supporting capital operations, secondary transactions and investor communications, ensuring accuracy, discretion and regulatory compliance. The role, part of Sales Operations Team, will work closely with internal teams of Finance, Legal and Tech to optimize processes and swiftly address client needs.
Core Responsibilities Include
- Investor Support: act as the primary point of contact for investor inquiries, ensuring timely, clear, and professional responses that meet the high standards expected by UHNW clients
- Capital Operations: closely monitoring the allocation and subscription processes across various investment opportunities to guarantee accuracy and efficiency
- Cross-Functional Collaboration: work cross-functionally with Investor Relations, Operations, and Product teams to continuously enhance the investor experience, ensuring alignment and swift resolution of client needs
- Back-Office & Administrative Support: handle administrative operations related to account management, documentation, and compliance checks maintaining data accuracy within CRM and reporting tools
Key Requirements
- Outstanding academic background with a master's degree in Finance, Economics or related disciplines
- 2-5 years' experience in similar roles
- Wealth advisory knowledge: familiarity with financial instruments, wealth taxation, estate planning, trusts, and holding structures
- Private banking operations expertise: understanding of fund subscription processes, margining, MiFID compliance, KYC, and AML procedures
- Experience with CRM and reporting tools: comfortable in using Salesforce, digital portfolio platforms, and wealth reporting systems
- Tech-savvy with a strong interest in exploring new technologies
- Strong Excel skills
- Highly motivated and proactive, curious with a hands-on attitude
- Excellent organizational and analytical skills, with strong attention to detail. Structured and methodical person
- Ability to manage multiple priorities and deadlines in a dynamic environment
- Problem-solving attitude
- Effective communicator with a collaborative and multicultural mindset. Able to maintain a mature, empathetic, and diplomatic approach in all interactions, reflecting the level of service and discretion required by UHNW investors and family offices
- Fluent in English
Location: Milan
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.
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