Client Services Associate

About Titan

Despite decades of innovation in money the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth gatekeeping their services behind extremely high minimums janky user experiences and layers of fees. They are in our opinion the final boss of consumer fintech.

Our belief: every American deserves an elite wealth team navigating their capital delivered at the cost and speed only humans working in harmony with AI can unlock.

At heart were a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what were building next. Our mission is to rebuild what a wealth management firm means from the ground up brick by brick leveraging technology across the entire stack so that AI lets one wealth advisor deliver what used to take a team serving clients a Wall Street team never could have reached.

Were backed by a16z and Sam Altman and currently power over $1 billion in assets under management.

Why Join Titan

For the right person this will be one of the most rewarding roles they ever have.

• Legacy-defining vision. Private wealth in every pocket isnt an incremental product. Its not B2B automation. Its a before & after moment in money.

• The time is now. LLMs just unlocked what was impossible five years ago: truly personalized wealth management for everyone.

• Outsized decision making. Were a small team by design. Every hire is precise every role carries real weight and your decisions disproportionately shape what we become.

• Built in person in the trenches. Were a high-touch high-tempo group that works side by side. Youll see our founders working in the trenches with the team everyday.

• Ownership in every sense. Competitive cash and well-above-market equity. We believe in identifying only exceptional talent and compensating them generously.

• World-class backing. Investors who share the bold vision: a16z General Catalyst Accel Y Combinator Sam Altman Paul Graham and more.

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