Senior Client Services Associate

9 hours ago

San Francisco, California, United States Osborne Partners Capital Management, LLC Full time

Growing wealth management firm seeks a full-time, experienced Client Service Specialist. This position is based out of our San Francisco office (WFH 2x/week once established). Position is back-office/admin with some direct client interaction (think: emails/calls with clients and custodians regarding paperwork,
not
in-person meetings with clients explaining economy and investment portfolio – that's our Wealth Counselor (CFP) role).

Osborne Partners is a boutique investment advisory firm with over $2.5 billion in assets under management as of 9/30/2025 and about 700 clients (families and institutions). Account minimum to invest is $500,000 and average client's AUM is about $3million. As an 85+ year old firm, many of our clients have been with us for generations. We offer sophisticated investment management and active financial planning. We currently have 20 employees between our two offices. Client Service team consists of 5 Wealth Counselors and 3 Client Service Specialists. You will be assigned to support ~200 clients. You'll work with all managers and departments.

We are seeking a candidate who is organized and professional, focused on details, and has experience in the financial services industry (knows what an RMD is, how to process an ACH, and explain to a client what an ACAT is). Someone who takes initiative, is excited by projects, hopefully loves excel, wants to improve our process and client experience, and is extremely organized.

Duties may include but not limited to:

  • Assist with servicing client relationships:

o Provide client relationship management by monitoring client communications and completing client requests (move money, consolidating accounts, granting website access, sending DocuSigns, etc.).

o Collaborate with client service team in preparation of client meetings (producing reports, gathering information, data input to Salesforce or eMoney).

o Communicate with clients (mostly phone or email) to inform or answer operational/administrative requests and inquiries and problem resolution.

o Monitor and initiate service requests with custodians on behalf of client.

o Assist opening accounts, reregistering accounts, stock option exercise, cost basis research, processing stock donations on behalf of the client, processing RMDs, and distributions/asset transfers.

o Create portfolios in portfolio management system (Orion) and update CRM (Salesforce) and internal systems with client data.

  • Contribute to Quarter-End client reporting process (producing, reviewing and delivering all client reports).

  • Oversee the correct execution of client service procedures for the firm. Continually research and implement more efficient and effective policies and procedures for client service/reporting expectations.

Osborne Partners offers a strong compensation and benefits package. Compensation includes a competitive salary and benefits (medical, dental, and vision, 401K matching after 6 months, three weeks paid vacation – sick days are separate).

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