We empower people and companies to create a better world through philanthropy.
Private Client Advisor
Location
United States
Posted
1 day ago
Salary
0
Seniority
Mid Level
Job Description
Private Client Advisor
Foundation Source
• Serve as the primary relationship manager for a portfolio of private foundations. • Respond to client inquiries with care, clarity, and precision across email, phone, and video communications. • Provide relevant insights and updates to proactively support client success and long-term engagement. • Support client retention goals by consistently delivering high-value, trustworthy service. • Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings. • Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations. • Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support. • Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations. • Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs. • Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions. • Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations. • Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services. • Identify opportunities for internal process improvements and client service enhancements. • Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision.
Job Requirements
- 1–2 years in a client-facing, administrative, or compliance support role—ideally within philanthropy, financial services, or a family office.
- Experience in a high-accountability, professional services setting preferred.
- Bachelor’s degree or equivalent professional experience required.
- A methodical, service-oriented mindset with strong organizational skills and attention to detail.
- Strong written and verbal communication skills with a professional, composed tone.
- Natural curiosity and a desire to build subject-matter expertise in philanthropy, compliance, and operations.
- Comfort with structure, deadlines, and multitasking across a portfolio of clients.
- Proficiency in Microsoft Office and the ability to learn internal platforms and client tools.
- High integrity and a deep respect for confidentiality in client interactions.
Benefits
- Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
- Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
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