Private Client Advisor

Job Summary

Serving as a primary relationship manager for private foundations, the full-time Private Client Advisor will handle client inquiries, manage compliance processes, and lead onboarding efforts, all while working remotely.

Key responsibilities

• Manage a portfolio of private foundations, ensuring high-quality client relationship stewardship
• Oversee administrative and compliance processes to meet legal and reporting obligations
• Lead the onboarding of new clients while providing insights on foundation regulations and best practices

Required qualifications

• 1-2 years in a client-facing, administrative, or compliance support role, preferably in philanthropy or financial services
• Bachelor's degree or equivalent professional experience required
• Strong organizational skills with a methodical, service-oriented mindset
• Proficiency in Microsoft Office and ability to learn new internal platforms
• High integrity and respect for confidentiality in client interactions