Private Client Advisor

A company is looking for a Private Client Advisor.

Key Responsibilities

Support complex private foundation relationships and respond to client inquiries

Manage administrative and compliance processes while collaborating with various teams

Guide new clients through onboarding and provide informed guidance on regulations and best practices

Required Qualifications

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 and a service-oriented mindset

Natural curiosity and a desire to build expertise in philanthropy and compliance

Proficiency in Microsoft Office and the ability to learn internal platforms