Private Client Advisor
My favorite vacation destination is Disney World. My wife and I (and now my son) can’t get enough!
My favorite thing to do outside of work is play mini golf with my wife and son. We like to try lots of different courses.
My favorite baseball team is the Yankees. Go Yanks!
Happy Friday! In September’s Featured Friday edition, we talked to Scott Trowbridge, who gave us an inside look at what it’s like to be a Private Client Advisor at Foundation Source. Keep reading to learn about his experience and the advice he has for anyone who may be thinking about joining the team!
When and why did you join Foundation Source?
I joined Foundation Source in 2019. While I did not have a background in philanthropy, I was told that my customer service background would serve me well in the role. When I was interviewing for the job, I was told the people I would work with were fantastic. I have found that to be 100% true. Everyone is friendly, knowledgeable and willing to help. We have a great team!
What is the best part of your job?
Having a client come to me with an idea, working with the client and our experts here at Foundation Source to shape the idea, and then seeing it come to fruition. It also feels good knowing I had a part in helping the client achieve their goal.
Interacting and working with energetic, passionate people striving to make the world a better place through philanthropy.”
Private Client Advisor
What does your job entail?
I provide support to our clients by receiving and responding to their questions and inquiries, working with them to achieve their goals, and bringing in the appropriate Foundation Source experts when called for.
What is your team like and what has your experience been with company culture?
My team is friendly, hardworking and helpful. We support each other and work very well together. Our shared goal is to provide an excellent customer experience.
How have you grown professionally while on our team?
As a Private Client Advisor, I work with many departments to assist my clients with their different questions, inquiries and ideas. Because of this, it is important for me to know which department to connect with and how. This has helped me to grow my organizational and prioritization skills.
In your opinion, what makes the Foundation Source team special?
All our departments work together to deliver a great customer experience.
What is a memorable client experience you’ve had or heard about?
I support a client that started their private foundation for the primary purpose of creating a scholarship program. In working with our client, as well as with my expert colleagues in our philanthropic advisory and legal services departments, the program was approved by the IRS and recently had its first recipient. While the program is in its beginning stages, it’s awesome to be involved from the start and to see the results as they happen!
What advice would you give to someone who doesn’t know about Foundation Source or may be thinking about joining the team?
Foundation Source is a great place to work. Our clients are passionate about their philanthropy, and so are we. While the environment can be high pressure at times, we are all working toward our shared goal of making a positive impact on our world.
Want to join our team?
Check out our careers page for open opportunities.