Client Services Associate

The role

The Client Services Associate manages client communication and asset transfers. This role supports wealth advisors and handles brokerage and retirement account transfers.

What you will do

• Manage inbound and outbound client communication via email, chat, and phone
• Serve as a primary point of contact for brokerage and retirement account transfers
• Educate and guide clients through the transfer process
• Review, process, track, and follow up on incoming and outgoing transfers
• Maintain meticulous records of all transfer and account activity
• Partner with Titan wealth advisors to ensure seamless handoffs
• Support CX and brokerage operations including onboarding, KYC/AML, and account troubleshooting
• Communicate with third-party brokers and firms to resolve issues
• Identify patterns, bottlenecks, and risks to suggest workflow improvements
• Translate client feedback into recommendations for internal teams

Required qualifications

• 1–3+ years of experience in financial services, client operations, or customer success
• Strong written and verbal communication skills
• Exceptional attention to detail
• Ability to manage high volumes while maintaining quality and consistency
• Strong organizational, analytical, and problem-solving skills
• Familiarity with support tools like Kustomer, Hubspot, Zendesk, or similar platforms
• Must hold at least one of the following licenses: SIE, Series 6, Series 7, Series 63, Series 65, or Series 66

Nice to have

• Experience in Transfers

Benefits

• Competitive cash
• Well-above-market equity

About the company

Titan is a fintech company rebuilding wealth management by leveraging technology and AI. They are backed by a16z and Sam Altman and power over $1 billion in assets under management.