About this role
Senior Private Client Advisor at Foundation Source Philanthropic Services. Location: United States. Role: responding inquiries, maintaining accounts, implementing clients Requirements: Bachelor's degree or equivalent experience, ~7+ years client/relationship support experience preferred, strong written/verbal communication, client-service orientation, analytical skills, and proficiency with Microsoft Office and Salesforce. Category: Business Operations Seniority: Senior Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce Commitment: Full Time Workplace: Remote Languages: English