Client Services Associate

Client Services Associate

Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.

For the right person, we believe Titan will be one of the most rewarding jobs they ever have.

• Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights.
• Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
• Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
• Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day).
• Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
• World-Class Investors: We're backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.

The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it's about execution, service, and trust.

You'll play a critical role in helping clients move and consolidate assets with ease, navigating what can often be a confusing process, while acting as a steady, reliable extension of the broader Titan wealth advisor team. Your work directly impacts client confidence, retention, and long-term relationships.

This role is ideal for someone who takes pride in operational excellence, values connecting with people, and enjoys being behind the scenes making things work - someone who values accuracy, follow-through, empathy, and helping others succeed.

What You'll Do

• Manage inbound and outbound client communication across email, chat, and phone with a service-first approach. This will look like:
  • 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)

What We're Looking For

• 13+ 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.
• Series 7, and either Series 66 or Series 63 + 65

What Success Looks Like

• Clients feel supported, informed, and confident throughout every interaction
• Advisors trust you as a reliable extension of their work with clients
• Transfers are processed accurately, efficiently, and with minimal friction
• When there is friction, issues are surfaced early, documented clearly, and you bring ideas for resolutions to the table

What Your Growth Looks Like:

• You'll build deep expertise in brokerage operations, transfers, and client relationship management
• You'll further develop strong communication practices between external clients and internal functions, risk mitigation, and operational problem-solving skills
• You'll gain exposure to cross-functional responsibilities between Advisors, Product, Engineering, and Operations at an exciting fintech start-up, with so much opportunity to pave your own path as you learn and grow