Client Services Associate

About Titan 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. Why Join Titan 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. This Role 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 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. Candidates holding other financial licenses are also encouraged to apply, but financial licensing is a must. 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

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