Titan (titanmsp.ai)
Client Services Associate
New York
Sponsorship not specifiedDetected 64 days ago
LLMsHubSpotOutbound SalesCustomer SuccessZendeskCommunicationProblem Solving
About the role
- 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.
Responsibilities
- Manage inbound and outbound client communication across email, chat, and phone with a service-first approach. This will look like:
- 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
- Manage inbound and outbound client communication across email, chat, and phone with a service-first approach.
- We're a small team by design.
- The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support.
Requirements
- 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.
Nice to have
- 1-3+ years of experience in financial services, client operations, or customer success (experience in Transfers is a plus, but not required)
Benefits
- Legacy-defining vision.
- Competitive cash and well-above-market equity.
- Serving as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)
Company info
- What We're Looking For
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