Job Description

Growing investment management firm seeks a full time, experienced Client Service Specialist. This position can work from our Menlo Park or San Francisco office. Position is back-office/admin and typically not client-facing (think: emails/calls with clients and custodians regarding paperwork, not in-person meetings with clients explaining economy and investment portfolio – that’s our Portfolio Counselor (CFP) role).

Osborne Partners is a boutique investment advisory firm with approximately $2.1 billion in assets under management as of 9/30/2021 and about 570 clients (families and institutions).  Account minimum to invest is $500,000 and average client’s AUM is about $4million.  As an 80+ 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 21 employees between our two offices and there are three Client Service Specialists.  You will be assigned to support 100-150 clients over time. 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.

QUALIFICATIONS:

• 3+ years of experience in the investment management, brokerage, or investment advisory/consulting industry required.

• 4-year college degree required.  

• Experience working with custodians (Schwab, TDA, Fidelity, Pershing) for client requests and problem solving

• Experience working with Orion Advisor Technology software a huge plus (https://orionadvisortech.com/)

• Previous experience in professional client service is required.

• Have excellent interpersonal skills and excellent verbal and written communication skills.

• Demonstrates a high level of professionalism with confidential and sensitive information and all clients.

• Acute attention to detail.

• Ability to work on complex projects with general direction and minimal guidance.

• Ability to manage priorities and workflow and work independently.

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 and closing accounts, reregistering accounts, stock option exercise, restricted stock deposits, cost basis research, client gifting, processing RMDs, and distributions.

o    Create portfolios in portfolio management system 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).

Company Description

Since 1937, Osborne Partners Capital Management, LLC (OPCM) and its predecessors have actively managed diversified, multi-asset class portfolios for families and institutions. Headquartered in San Francisco with an office in Menlo Park, the firm manages approximately $2.1 billion in assets (as of 9/30/2021). OPCM's investment team averages over 20 years of experience, and each possess a master's degree, CFA (Chartered Financial Analyst), or both designations. OPCM enables individuals to have portfolios managed similarly to successful foundations and endowments. We believe the most important characteristic of a portfolio is how it defends against flat to down markets. Our strategy is accomplished by allocating portfolios over five major asset classes; equities, fixed income, natural resources, real estate, and alternative assets. The investment team manages portfolios comprised of individual securities versus using outside managers and mutual funds. Similar to institutions, individual client portfolios are customized, and managed to each client's Investment Policy Guidelines. The result? OPCM has a history of long-term performance, strong risk metrics and low downside capture, with tax efficiency and an unparalleled level of client service.