Client Services Associate

Client Services Associate

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 includes:

  • Serving as the primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401(k) 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
• 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