Client Operations Intern
Pubblicato il 13-08-2026 - Altro in Milano
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 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 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.
What we are looking for....
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.
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