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About the Role
Heritage is building the Modern Investment Office to support prominent global families in achieving their capital enhancement and preservation goals. The Client Service Manager will be central to defining service excellence and managing client relationships during a key growth phase, reporting directly to the COO.
Responsibilities
- Act as the first point of contact for advisors on client service matters and support new advisor onboarding.
- Own client onboarding and account opening processes from documentation to completion.
- Manage custodian relationships and documentation, including establishing new relationships.
- Oversee the client-facing process for payment instructions and documentation.
- Anticipate client cash needs and coordinate capital calls proactively.
- Design, test, and iterate client service processes, driving adoption across stakeholders.
- Collaborate with Compliance and Operations teams as the function grows.
Requirements
- Outstanding academic background with a master's degree in Finance, Economics, Engineering, or related disciplines is preferred.
- 2-8 years of experience in client service within a finance environment (private bank, wealth management, multi-family office, fund administrator, or independent wealth manager).
- Prior experience building or significantly reworking a client service function is a plus.
- Direct, hands-on experience with client onboarding, account opening, payment instructions, and custodian liaison.
- Experience with capital call or cash management processes is a strong plus.
- Proven stakeholder management skills across internal and external relationships.
- Ability to manage multiple priorities and deadlines in a dynamic, fast-growing environment.
- Ability to coordinate and drive quality across a team without formal authority.
- Process-minded with experience in iterating and improving undefined processes.
- Client-obsessed with a hands-on attitude and a focus on practical application.
- Excellent organizational and analytical skills with strong attention to detail.
- Effective communicator with a collaborative and multicultural mindset.
- Calm under pressure with client-facing presence and the confidence to decline requests when necessary.
- Tech-savvy with a strong interest in new technologies.
- Fluent in English.
- Ability to travel.
Skills
- Client service
- Finance
- Private banking
- Wealth management
- Multi-family office
- Fund administration
- Independent wealth management
- Client onboarding
- Account opening
- Payment instructions
- Custodian liaison
- Capital call processes
- Cash management processes
- Stakeholder management
- Process improvement
- Organizational skills
- Analytical skills
- Attention to detail
- Communication skills
- Collaborative mindset
- Multicultural mindset
- Client-facing skills
- Technology interest
- Wealth reporting platform (Addepar is a plus)
Location
- London
Work Type
- Full-time
Experience Level
- 2-8 years
Education Level
- Master's degree in Finance, Economics, Engineering, or related disciplines preferred
Benefits
- An exceptional team and environment with highly talented professionals from leading global institutions.
- High ownership and client-facing scope.
- Significant responsibility in analyzing portfolio data and responding to technical questions.
- Exposure to the intersection of wealth management and technology.
- International scope and strong culture with a diverse, international team.
- Opportunities to build strong relationships.
About the Company
- Heritage is building the Modern Investment Office, supporting 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 a diverse international group of individuals from leading organizations and with diverse backgrounds.
- We are committed to attracting top-notch talent and providing opportunities for growth and development.
Equal Opportunity
- 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.