Client Services Associate

About Titan

Titan is an award-winning wealth manager with a mission to increase our generations 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 theyre 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 well make a legacy-defining impact in growing our generations 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: Were 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 (youll 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: Were 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 - its about execution service and trust.

Youll 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 Youll 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 Were 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.

• 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:

• Youll build deep expertise in brokerage operations transfers and client relationship management

• Youll further develop strong communication practices between external clients and internal functions risk mitigation and operational problem-solving skills

• Youll 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

Required Experience:

IC