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Client Services Associate

Titan· Client Experience
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New YorkFull-timePosted 5mo ago

About the role

Role at Titan sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. You will help clients move and consolidate assets with ease, acting as a reliable extension of the Titan wealth advisor team to impact client confidence, retention, and long-term relationships.

Responsibilities

  • Manage inbound and outbound client communication across email, chat, and phone with a service-first approach.
  • Serving as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)
  • Educating and guiding clients through the transfer process with clarity, empathy, and patience
  • Reviewing, processing, tracking, and following up on incoming and outgoing transfers end-to-end
  • Maintaining meticulous records of all transfer and account activity
  • Partner closely with Titan wealth advisors to ensure seamless handoffs and a unified client experience
  • Support broader CX and brokerage operations including onboarding, KYC/AML, and basic account troubleshooting/updates
  • Communicate with third-party brokers and firms to resolve issues and expedite transfers
  • Identify patterns, bottlenecks, and risks, and proactively suggest workflow improvements
  • Translate recurring client feedback into clear recommendations for internal teams (Product, Engineering, Ops)

Qualifications

  • 1–3+ years of experience in financial services, client operations, or customer success (experience in Transfers is a plus, but not required)
  • Self-awareness: Understands how their communication, decisions, and energy affect teammates and clients, and adapts in service of better outcomes
  • A genuine service mindset
  • Strong written and verbal communication skills with exceptional attention to detail
  • Calm, empathetic presence when handling complex or sensitive client situations
  • Ability to manage high volumes while maintaining quality and consistency
  • Comfortable working independently and as part of a highly collaborative team
  • Strong organizational, analytical, and problem-solving skills
  • Familiarity with support tools like Kustomer, Hubspot, Zendesk, or similar platforms
  • Required: Candidates must hold at least one of the following licenses, or a combination thereof — SIE, Series 6, Series 7, Series 63, Series 65, or Series 66. Other financial licenses are encouraged but financial licensing is a must.

Skills

Required:Client communicationTransfers processingDocumentation & record-keeping

Benefits

  • Competitive cash compensation and well-above-market equity
Last updated Jul 22, 2026. Interested? Apply on the company site.
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About Titan

We manage people's wealth

We're a modern wealth manager. There are many solutions out there for how one can invest by themselves (e.g., DIY brokerages like Robinhood). But for those who want to have their money managed, they must turn to high fee, high minimum advisors (e.g., RIAs like Edward Jones). With LLMs, we can now offer personalized wealth management to many more people, more cheaply and with faster service. Our goal is to grow their wealth more than they'd do on their own.

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