Customer Success Specialist

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 SpecialistWe are looking for a Customer Success Specialist to join our team.The missionof the Customer Success Specialist roleis 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 IncludeInvestor 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 clientsCapital Operations: closely monitoring the allocation and subscription processes across various investment opportunities to guarantee accuracy and efficiencyCross-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 needsBack-Office & AdministrativeSupport: handle administrative operations related to account management, documentation, and compliance checks maintaining data accuracy within CRM and reporting toolsKey RequirementsOutstanding academic background with a master's degree in Finance, Economics or related disciplines2-5 years' experience in similar rolesWealth advisory knowledge: familiarity with financial instruments, wealth taxation, estate planning, trusts, and holding structuresPrivate banking operations expertise: understanding of fund subscription processes, margining, MiFID compliance, KYC, and AML proceduresExperience with CRM and reporting tools: comfortable in using Salesforce, digital portfolio platforms, and wealth reporting systemsTech-savvy with a strong interest in exploring new technologiesHighly motivated and proactive, curious with a hands-on attitudeExcellent organizational and analytical skills, with strong attention to detail.Structured and methodical personAbility to manage multiple priorities and deadlines in a dynamic environmentProblem-solving attitudeEffective 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 officesAt 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.Interested in building your career at Heritage Holdings?Get future opportunities sent straight to your email.Accepted file types: pdf, doc, docx, txt, rtfWhen are you avaliable to start for this position?*What is your final grade and GPA for your bachelor's degree?*What is your final grade and GPA for your Master degree?#J-*****-Ljbffr