Client Operations Intern

2 мес. назад

ItalyEuropeTrainee

client onboardingdocumentation managementregulatory processesoperational workflows

Internship role supporting client services and operations in a modern investment office.

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.

As a Client Operations Intern, you will join our investment office and support the team across a broad range of client service, operational, and administrative activities. You will:  
Support the day-to-day operational and administrative activities of the Client Services team;
Maintain accurate records and ensure information is consistently updated across internal systems and documentation;
Assist with client onboarding, documentation management, and regulatory processes;
Coordinate and track operational workflows, ensuring tasks are completed accurately and on time;
Provide general administrative and project support across a range of client service and business operations activities.

We are looking for someone with the right mindset to thrive in a fast-moving environment:  
Currently pursuing or recently completed a Bachelor’s or Master’s degree.
Reliable and conscientious, with a strong sense of ownership and responsibility.
Highly organised, with the ability to manage multiple priorities while maintaining strong attention to detail.
Hard-working and resilient, comfortable working under pressure and adapting to changing priorities.
Proactive and willing to go the extra mile to ensure tasks are completed thoroughly and accurately.
Previous experience balancing studies with work, extracurricular activities, or other commitments is considered a plus.
Fluent in English, with strong written and verbal communication skills.

A paid internship in the heart of Milan, starting in July and lasting six enriching months, that will help shape you into a well-rounded professional. You will join an international team from 15+ nationalities whom you will interact with daily and at quarterly team-building events.  
Join us for an experience that combines professional growth with a positive work environment. Your journey begins here!
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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