Customer Service Representative

Job Description

Job Description

At &Partners , we specialize in supporting elite financial advisors as they transition their businesses and grow within our firm. We're looking for a service-driven, highly organized Practice Solutions Partner to be the central point of contact for advisors after their transition. In this high-impact role, you'll provide concierge-level support, coordinate solutions across internal teams, and ensure advisors have everything they need to succeed.

If you thrive in a dynamic environment, love solving complex problems, and are excited by the idea of making a real difference in the success of financial practices—this role is for you.

What You’ll Do

• Be the Go-To Resource: Serve as the primary support contact for advisors as they transition and grow their practices.
• Own the Problem, Drive the Solution: Troubleshoot both simple and complex issues quickly and effectively manage through ambiguity with professionalism.
• Manage the Moving Parts: Prioritize multiple advisor requests at once, collaborating across operations, compliance, and tech teams to deliver seamless support.
• Build Relationships That Matter: Act as a trusted partner—anticipating advisor needs, offering proactive guidance, and following through every time.
• Lead Through Service: Deliver personalized service that reflects a deep understanding of each advisor’s business model, goals, and client base.
• Support Projects that Drive Growth: Play a critical role in firm-wide advisor experience initiatives, process improvements, and onboarding enhancements.

What We’re Looking For

• Strong problem-solving and communication skills; able to explain complex ideas simply and clearly
• Highly organized with exceptional follow-through
• Confident navigating ambiguity and change; thrives in a fast-paced, growth-oriented environment
• Comfortable with multiple systems and workflows; tech-savvy and resourceful
• Experience supporting financial advisors or working within an RIA, BD, or custodian is highly preferred

Preferred Candidates will have:

• Series 7 license (or a willingness to obtain it)
• 3–5 years of experience in the financial services industry, preferably in a client service, operations, or advisor support role
• Experience with advisor transitions, onboarding, or custodial platforms (e.g., Schwab, Fidelity, LPL, Pershing)

What You’ll Gain

• Purposeful Work: Be part of a mission-driven firm that genuinely cares about helping advisors—and you—grow.
• Real Career Trajectory: This is not a static support role. You’ll build deep industry knowledge and gain exposure to advisor transition, operations, and strategic growth work.
• A Great Team: Join a collaborative, high-performance culture that values initiative, creative thinking and delivering exceptional service.