Titan
Client Experience
ClientServicesAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Services Associate at Titan. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. 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)”
What You'll Achieve.
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
Industry & Context.
organizational, analytical, and problem-solving skills; Identify patterns, bottlenecks, and risks; proactively suggest workflow improvements; Communicate with third-party brokers and firms to resolve issues and expedite transfers
What They're Looking For.
Must Have
1–3+ years of experience in financial services, client operations, or customer success, Self-awareness: Understands how their communication, decisions, and energy affect teammates and clients, and adapts in service of better outcomes, A genuine service mindset - 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, organizational, analytical, and problem-solving skills, Series 7, and either Series 66 or Series 63 + 65
Nice to Have
experience in Transfers is a plus
What You'll Do.
Manage inbound and outbound client communication across email
and phone with a service-first approach.
Serving as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs
Educating and guiding clients through the transfer process with clarity
and following up on incoming and outgoing transfers end-to-end
Maintaining meticulous records of all transfer and account activity
Support broader CX and brokerage operations including onboarding
and basic account troubleshooting/updates
Communicate with third-party brokers and firms to resolve issues and expedite transfers
and proactively suggest workflow improvements
Translate recurring client feedback into clear recommendations for internal teams (Product
How You'll Work.
Team & Collaboration
Partner closely with Titan wealth advisors to ensure seamless handoffs and a unified client experience; Comfortable working independently and as part of a highly collaborative team; Develop communication practices between external clients and internal functions
Communication Scope
written and verbal communication skills; exceptional attention to detail; Calm, empathetic presence when handling complex or sensitive client situations; Communicate with third-party brokers and firms to resolve issues and expedite transfers; Translate recurring client feedback into clear recommendations for internal teams
Full Job Description
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
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