Customer Service Representative

Company: &Partners
Location: Saint Louis
Posted on: April 3, 2026

Job Description:

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.

Keywords: &Partners, O'Fallon , Customer Service Representative, Customer Service & Call Center , Saint Louis, Missouri