Associate Private Client Advisor – Fairfield, CT

The Associate Private Client Advisor (APCA) provides support to both a team of PCAs and an initial group of private foundation clients, assisting in guiding clients through all aspects of Foundation Source services. The APCA is responsible for assisting with the retention of the company’s clients by responding to client questions and requests and for engaging the full resources of the company in delivering superior customer service to our private foundation clients. An ideal candidate will have spent time providing high-level administrative and exceptional customer service support at a family foundation, financial services firm, or other similar experience.

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Client Services Associate – Fairfield, CT

The Client Services Associate (CSA) will provide administrative support to the teams of Private Client Advisors comprising our Comprehensive Service Tier. The CSA will be responsible for both daily and recurring administrative tasks that are both internal and client-facing, as well as one-time and cyclical projects on assignment. While this position is operationally and internally focused, the CSA will periodically interact with clients via email and phone.

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Associate Private Client Advisor, Premier Group – Fairfield, CT

The APCA for the Premier Group works directly with a Director of Client Services to establish and maintain personal contact with a dedicated base of clients by responding to requests for information, anticipating and customizing services to meet client needs, overseeing and executing day-to-day administrative tasks and providing superior services and support to clients and their trusted advisors.

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TAX ACCOUNTANT – LAKE SUCCESS, NY

We are seeking an accountant to be a key player in our Tax & Legal Affairs department.  The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction within our close-knit team, with clients, and at times with the IRS.

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