Senior Private Client Advisor

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Foundation Source

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201 - 500 employees

As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey.

📋 Description

• Work directly with a Director and other seasoned client advisors • Establish and maintain personal contact with clients • Respond to client phone calls and emails ensuring quick resolution to client inquiries • Maintain working knowledge of all FS systems, processes and products • Implement new clients onto FS technology platform • Provide basic technology support • Assist in the development and maintenance of FS Requests and FS Results

🎯 Requirements

• Clear and effective communication skills, written and verbal, appropriate for working with ultra-high net-worth individuals • Strong client-service orientation and interpersonal skills • A strong and proven ability to organize and efficiently handle a high volume of work • Demonstrated track record of successful employment in a professional office environment required • Bachelor’s Degree or equivalent job experience required • 7-10 years’ experience delivering relationship and administrative support and exceptional customer service required

🏖️ Benefits

• Remote work options • Professional development opportunities