The Private Client Advisor (PCA), Premier Services Team, reports to a Director of Client Services and plays a key role in supporting a dynamic portfolio of private foundation clients. This role offers the opportunity to partner closely with an experienced Director while progressively taking ownership of a defined client base, allowing the PCA to expand responsibility and influence over time.

PCAs on the Premier Services Team work side-by-side with Directors and seasoned client advisors to help private foundation clients navigate both the philanthropic and administrative aspects of their work. The PCA is encouraged to think proactively, adapt quickly to evolving client needs, and help shape tailored solutions that enhance each client’s experience with Foundation Source.

This role is ideal for someone who enjoys variety, problem-solving, and building trusted relationships. The PCA maintains regular, direct contact with clients and their advisors—responding to requests, anticipating next steps, and customizing services to deliver a high-touch, forward-thinking client experience. Success in this role comes from initiative, flexibility, and a drive to continuously improve how clients are supported.

Client Relationship Stewardship (30%)

• 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.

Operational Oversight & Cross-functional Coordination (30%)

• 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.

Client Onboarding & Education (30%)

• 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.

Professional Development & Process Improvement (10%)

• 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.

• 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.

Job Requirement for Remote Work Environment:

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.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.