Client Services Associate
About Titan
Titan is dedicated to rebuilding what a wealth management firm means, from the ground up, leveraging technology across the entire stack. We aim to provide truly personalized wealth management for everyone, using artificial intelligence to deliver what used to take a team.
Why Join Titan
A legacy-defining vision for the future of wealth management.
Outsized decision-making with a small, high-touch team.
Built in the trenches by experienced founders.
Competitive compensation and generous equity.
World-class backing from investors including a16z, General Catalyst, and Y Combinator.
This Role
The Client Services Associate plays a crucial role in managing client communication and transfers, ensuring smooth and efficient processes for clients.
What You’ll Do
Serve as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers).
Educate and guide clients through the transfer process with clarity, empathy, and patience.
Review, process, track, and follow up on incoming and outgoing transfers end-to-end.
Maintain 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.
Genuine service mindset with strong written and verbal communication skills and exceptional attention to detail.
Calm, empathetic presence when handling complex or sensitive client situations.
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 Licenses
SIE, Series 6, Series 7, Series 63, Series 65, or Series 66.