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

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Interpersonal SkillsProblem-Solving Skills