Private Client Advisor
WFH Flexible Fairfield, CT Client Services
Job Type

Private Client Advisors on the Premier Services Team are the relationship managers for as many as 20 private foundations and their board members, staff, financial advisors, and other trusted counselors, helping them to carry out their philanthropic goals and administrative activities by engaging and facilitating Foundation Source’s full suite of comprehensive resources. 

The Private Client Advisor (PCA), Premier Services Team, reporting to a Director of Client Services, provides support to both the Director’s portfolio of clients and, eventually, their own defined group of clients.

PCAs for the Premier Services Team work directly with a Director and other seasoned client advisors to support and guide private foundation clients in conducting their philanthropic and administrative activities to assure a superior experience with Foundation Source. PCAs establish and maintain personal contact with a dedicated base of clients by responding to requests for information, anticipating and customizing services to meet client needs, and providing impeccable service and support to clients and their trusted advisors. 

Key Responsibilities

Client Relations (50%) 

  • Respond to client phone calls and emails with speed and accuracy ensuring quick resolution to client, marshalling appropriate resources from other departments when necessary.  
  • Maintain working knowledge of all FS systems, processes and products and proactively review accounts to identify opportunities to be of service to clients, deepen their philanthropic knowledge, and build client loyalty to the company. 
  • Implement new clients onto FS technology platform and back office services, coordinating among internal account implementation, financial and IT specialists, as well as the client’s financial institutions and advisors.  
  • Provide a basic level of technology support, including assisting clients in becoming familiar and comfortable with Foundation Source Online (FSOL).  
  • Assist clients with advanced grantmaking such as to fiscal sponsors; through intermediaries; to supporting organizations; and using expenditure responsibility or equivalency determination.   
  • Occasional travel to attend trainings or meetings with clients may be possible (when it can be done safely, post-pandemic period). 

Client Operations/Administrative (40%) 

  • Assist in the development, execution, and maintenance of FS Requests (online applications) and FS Results (online reports) to facilitate online grant application and reporting processes.  
  • Help customize FSOL tools and resources for individual client use (page views, digital letterhead, email and letter templates, proposal and report forms, etc.). 
  • Reviewing and facilitating payment of invoices, expense reports and reimbursements, ensuring accuracy and compliance with IRS rules and private foundation best practices; 
  • Reviewing and processing grant letters for same; 
  • Gathering financial information from advisors, financial institutions, and clients as needed to ensure accurate account reconciliation, estimated excise tax calculations, and annual state and federal return filings; 
  • Preparing and compiling materials for Trustee and Board of Directors’ meetings; 
  • Generating reports both for client and internal use and reference, using proprietary software platforms and MS Office products; 
  • Facilitating basic communication among client foundations and their applicants and grantees using FS Requests and Results technology, email blasts, and phone calls as necessary and appropriate 
  • Maintain accurate and professional client records so that key issues and interactions are easily reviewed and understood. 

Strategy, Research and Development (10%) 

  • Maintain confident knowledge of FS systems and processes, compliance and general philanthropy issues by attending various trainings and info sessions and be able to effectively articulate this information to clients as needed and appropriate.  
  • Consistently seek ways to improve our product and services, while simultaneously identifying ways to maximize efficiencies without compromising service quality.
  • 1-2 years’ experience delivering relationship and administrative support and exceptional customer service at a private foundation, financial services firm, or family office or has similar relevant experience and successful employment.
  • Clear and effective communication skills, written and verbal, appropriate for working with ultra-high net-worth individuals, corporate and foundation executives, and their advisors and staff are required
  • Strong client-service orientation and interpersonal skills: a “can-do” attitude and strong sense of diplomacy are absolutely critical
  • Highest level of integrity, including respect for and adherence to client and corporate confidentiality
  • A strong and proven ability to organize and efficiently handle a high volume of work, prioritize issues and tasks, and track multiple accounts at various stages of implementation and service balanced with flexibility and adaptability to handle unexpected changes in priorities
  • Strong, yet balanced, attention to accuracy without getting weighed down with minutia
  • Strong analytical skills to review and get to the heart of client issues quickly and determine efficient resolutions. Solutions oriented and ability to present one’s self as an authority capable of resolving issues and providing solutions
  • Advanced working knowledge of Outlook, Word, Excel, PowerPoint, and Salesforce as well as the ability to conduct Internet research, and to learn and utilize new technology such as Foundation Source’s proprietary systems.
  • Ability to display grace under pressure and positivity in a high-volume, high-energy environment both with clients and colleagues
  • An action-oriented approach to work and the curiosity and desire to take on more
  • Ability to work independently while continuing to grow and gain expertise from senior staff
  • General knowledge of compliance and administrative issues pertaining to private foundations a plus 
  • Occasional travel to attend trainings or meetings with clients

Physical Demands

  • Constantly operates a computer and other office machinery
  • Must be able to communicate information and ideas so others can understand.
  • The ability to observe details at close range (within a few feet)