Foundation Source is America's leading provider of outsourced support services for private foundations. Headquartered in Fairfield, CT with offices across the country, Foundation Source currently serves over 600 foundations, representing $2.6 billion in foundation assets under administration. We handle the "back-office" tasks that foundations don't have the time, inclination or capacity for...allowing donors, directors and staff to focus on charitable giving. Services include administration, compliance monitoring, federal and state filings, grants management and much more. We work with financial advisors, attorneys and CPA's, the private foundations they serve, and directly with philanthropic individuals.

To Apply:

Send resume, cover letter and salary history to careers@foundationsource.com.

No phone calls please.
Equal Opportunity Employer

Client Services

• Associate Private Client Advisor

Title: Associate Private Client Advisor

Location: Fairfield, CT

Job Summary:

Private Client Advisors (PCAs) are the single point of contact for 50-80 private foundations and their board members, staff, financial advisors, and other trusted counselors. The Associate Private Client Advisor (APCA) provides support to the PCA assigned to a group of high net-worth clients, assisting in guiding them through all aspects of Foundation Source services. The APCA is responsible for assisting the PCA 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 ongoing support and services.

An ideal candidate would have spent time providing high-level administrative support at a family foundation, financial services firm, or similar experience.

Key Responsibilities/Duties:

Support the PCA in the following areas:

• Establish and maintain personal contact with a dedicated base of clients: responding to requests for information, anticipating and customizing services to meet client needs, overseeing and executing day-to-day administrative tasks and providing superior service and support to clients and their trusted advisors.
• Respond to client phone calls and emails with speed and accuracy and provide quick resolution to client, marshalling appropriate resources from other departments when necessary;
• Bring new clients onto the Foundation Source platform, coordinating with internal implementation specialists as well as the client’s financial institutions and trusted advisors.
• Providing a basic level of technology support, assisting clients to become familiar and comfortable with their Foundation Source Online interface.
• Proactively review accounts to find opportunities to be of service to clients; deepen their philanthropic knowledge and build their loyalty to the company.
• Provide philanthropic support and advice, as requested.
• Maintain client records in an accurate, professional manner so that others can review and understand key client issues and interactions.
• Maintain working knowledge of all Foundation Source systems, processes and products.
• Continually expand knowledge of compliance, governance and other issues affecting private foundations and be able to articulate this information to clients.
• Provide feedback to the technology team on common problems and/or opportunities for product improvement and enhancement.
• Meet or exceed department performance indicators relating to retention, referrals and revenues.

Provide administrative support as follows:

• Interact with internal team members to support clients.
• Support PCA by filing, faxing, database maintenance, processing client mail.
• Track and inform PCA of open items on a daily basis.

Education and Experience:

• Highest level of administrative and organizational skills is essential.
• Strong client-service orientation and interpersonal skills: a "can-do" attitude and strong sense of diplomacy are absolutely critical.
• 2-3 years experience in a nonprofit or financial services setting preferred.
• General knowledge of compliance and administrative issues pertaining to private foundations preferred.
• Ability to solve problems independently and present yourself as an authority capable of resolving issues and providing solutions.
• Comfort in a high-volume, high energy environment.
• Ability to communicate clearly and effectively in both written and verbal formats.
• A strong and proven ability to multi-task and prioritize issues, tracking multiple accounts at various stages of implementation and service.
• Strong attention to detail, organizational and prioritizing skills.
• Strong analytical skills to review client issues, get to the heart of the issue quickly and determine most efficient way to resolve the issue.
• Computer savvy, including knowledge of Word, Excel, and PowerPoint and ability to utilize customer relationship tools, including salesforce.com.
• Ability to work independently while continuing to grow and gain expertise from senior staff.

To Apply:

Send resume, cover letter and salary history to Sharon Schneider at sschneider@foundationsource.com.

No phone calls, please. Relocation costs will not be provided.
Equal Opportunity Employer