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Foundation Source · 2 days ago

Private Client Advisor

United States

Full-time

Onsite

Entry, Mid Level

$65K/yr - $85K/yr

2+ years exp

Foundation Source is a company that supports private foundation clients through tailored solutions and high-touch service. The Private Client Advisor (PCA) plays a key role in maintaining client relationships, managing operational processes, and guiding clients through onboarding and compliance, while continuously improving client experiences.

Financial ServicesNon ProfitProfessional Services

Work & Life Balance

Responsibilities

Support the company’s largest and most complex private foundation relationships

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

Own key administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations with accuracy and consistency

Collaborate across grantmaking, tax, legal, and technology teams to deliver integrated, end-to-end client support

Balance speed and precision by managing timelines, details, and processes while adapting to changing client or regulatory needs

Guide new foundation clients through onboarding, customizing our Impactfully platform and services to align with their goals and operating style

Act as a trusted resource on private foundation regulations, best practices, and Foundation Source’s growing suite of solutions

Help clients navigate change, growth, and new opportunities by offering practical, informed guidance

Continuously deepen your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services

Identify opportunities to improve workflows, enhance client experiences, and increase efficiency

Partner with internal teams to evolve systems and processes in ways that support innovation while maintaining high standards of accuracy

Qualification

Client relationship managementPhilanthropy knowledgeCompliance processesMicrosoft Office proficiencyOrganizational skillsCommunication skillsProblem-solvingAttention to detailAdaptability

Required

2 + years in a client-facing, administrative, or compliance support role—ideally within philanthropy, financial services, or a family office

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

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