Customer Success Specialist

7 ore fa


Rome, Italia Heritage Holdings A tempo pieno

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. Overview Our team comprises 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. Role: Customer Success Specialist 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 ResponsibilitiesInvestor 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 monitor 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



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