Associate Private Client Advisor – Fairfield, CT


The Associate Private Client Advisor (APCA) provides support to both a team of Private Client Advisors 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 would have spent time providing high-level administrative and exceptional customer service support at a family foundation, financial services firm, or other similar experience.