Senior Private Client Advisor

Foundation Source

Senior PCA supporting private foundation clients with exceptional service and administrative support. Collaborating with seasoned client advisors and overseeing client needs in a remote capacity.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client-service orientation and effective communication skills, with a proven ability to manage high volumes of work while providing exceptional administrative support. Maintains a comprehensive understanding of FS systems and technology platforms to assist clients effectively.

Highest-signal resume keywords

Client-Service OrientationEffective Communication SkillsOrganizational SkillsRelationship ManagementBachelor’s Degree

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Interpersonal SkillsProblem-Solving Skills

Tools & Technologies

FS Technology Platform

Industry Keywords

Ultra-High Net-Worth IndividualsProfessional Office EnvironmentAdministrative SupportCustomer Service

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Remote work options
Professional development opportunities