Private Client Advisor

Foundation Source

Private Client Advisor at Foundation Source managing relationships for private foundations. Ensuring compliance and operational efficiency while supporting client success and engagement.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, compliance processes, and philanthropy, ensuring high-quality service delivery and client retention. Proficient in coordinating cross-departmental efforts and providing tailored solutions to meet client needs.

Highest-signal resume keywords

Client Relationship ManagementCompliance SupportPhilanthropy ExpertiseMicrosoft Office ProficiencyOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Client OnboardingAdministrative ProcessesCompliance RegulationsGrantmaking KnowledgeReporting Obligations

Soft Skills

Strong Communication SkillsService-Oriented MindsetAttention to DetailNatural CuriosityProfessional Tone

Tools & Technologies

ImpactfullyFoundation Source ToolsInternal Platforms

Industry Keywords

PhilanthropyNonprofit ComplianceFamily OfficeFinancial ServicesProfessional Services

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Comp & perks

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.