Client Services Associate, Titan
+ equity
Asset management firm
Be an early applicant
Asset management firm
21-100 employees
Be an early applicant
+ equity
21-100 employees
Company mission
To democratize access to amazing investment products and experiences via a world-class investment manager that serves everyday investors.
Role
Who you are
- 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
- 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
- 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
- Series 7, and either Series 66 or Series 63 + 65
What the job involves
- The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego - it’s about execution, service, and trust
- You’ll 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
- 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 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:
- You’ll build deep expertise in brokerage operations, transfers, and client relationship management
- You’ll further develop strong communication practices between external clients and internal functions, risk mitigation, and operational problem-solving skills
- You’ll 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
Our take
Titan is an investment management platform designed to help everyday investors, particularly millennials, manage their portfolios with ease and lower capital requirements. The company offers a unique approach to investing by providing access to sophisticated investment strategies traditionally reserved for large investors.
The platform works by analyzing the holdings of large hedge funds and selecting the top 20 stocks based on their performance. Titan then invests users' funds in fractional shares of these stocks, allowing for a diversified portfolio with a starting investment as low as $1,000.
While comparisons to Robinhood are often made, Titan sets itself apart by offering access to both individual stocks and professionally managed portfolios. Beyond just trading, Titan also provides valuable market insights in the form of reports, videos, and notifications, helping users make informed decisions. With millennials increasingly seeking alternatives to traditional financial institutions, Titan's platform has gained significant traction, now managing over $750M in assets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Mar 2022
$100m
LATE VC
Jul 2021
$58m
SERIES B
Total funding: $173.2m
Company benefits
- Exceptional health & dental coverage for you & your family, with all/majority of the premium covered
- We invest in your future on day 1 with a 401(k) match up to 4% of your salary
- Flexible PTO & sick days to relax, recharge, and pursue your passions
- Monthly internet, health & wellness and a one time work-from-home setup stipend
- Up to 16 weeks of paid leave to our new parents
- Gourmet meals delivered 3 times a week on in-office days
- Mac/PC laptop provided for all employees
Company HQ
South Village, New York, NY
Leadership
Max Bernardy
(Co-Founder & CTO)Began working as a Systems Analyst at Clados Management. Went on to work at AppNexus for over 3 years, promoted from Software Engineer to Software Manager. Most recently worked as a Senior Software Engineer at Relay Delivery.
Clayton Gardner
(Co-Founder & Co-CEO)Worked as an Analyst at Cerberus Capital Management for 2 years before working as an Investor at the hedge fund Farallon Capital Management.
Joe Percoco
(Co-Founder & Co-CEO)Worked as an Analyst at Goldman Sachs for 2 years before joining McKinsey as a Management Consultant for 2 years.
Salary benchmarks
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