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Senior Private Client Advisor
Location
United States
Posted
15 hours ago
Salary
$65K - $85K / year
Seniority
Senior
Job Description
Senior Private Client Advisor
Foundation Source
• 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
Job 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
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