Back to jobs
Regional hiringpublishedExternal employer
HHeritage
HeritageInvestment Management

Client Operations Intern

Location

Milan, Italy

Work type

Onsite

Employment

Internship

Experience

0-1 years

Compensation

Compensation not disclosed

Posted

1h ago

Summary and responsibilities

Role overview

Summary

As a Client Operations Intern, you will support the investment office team with client service, operational, and administrative tasks. This includes maintaining accurate records, assisting with client onboarding, and coordinating operational workflows to ensure timely and accurate completion. You will also provide general administrative and project support.

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.

  • 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.

What we offer

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!

Updated 1h ago

Candidate fit

Skills and qualifications

Additional skills

Reliability • 1+ yrs
Ownership • 1+ yrs
Organizational Skills • 1+ yrs
Attention to Detail • 1+ yrs
Resilience • 1+ yrs
Proactiveness • 1+ yrs
Record Keeping • 1+ yrs
Documentation Management • 1+ yrs

Experience

0-1 years

How this role is positioned

Role classification

Job domains

Operations

Industries

Finance & Banking

Employment

Internship

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

Compensation not disclosed

VisibilityShared on listing
CurrencyUSD
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationMilan, Italy
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleMedium7/10
physicalLow2/10
cognitiveMedium6/10
executionHigh8/10
creativityLow3/10
uncertaintyMedium5/10
communicationMedium7/10

Context on the employer

Company snapshot

Company

Heritage

Team size

Growing team

Location

Milan, Italy

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.

Visit website

Client Operations Intern

Milan, ItalyInternship