Client Experience Associate, Titan
Licensed, 7 + 63/66
$70-100k
+ Equity
Asset management firm
Job no longer available
Asset management firm
21-100 employees
Job no longer available
$70-100k
+ 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
- 2+ years of experience in a Customer Success/Service role
- Candidates must have (7 + 63/66)
- Demonstrated skill and ability to handle assorted customer questions and issues, including challenging matters, resourcefully and with completeness and empathy
- Skilled at troubleshooting technical issues and determining the right questions to ask
- Exceptional written and communication skills along with an acute attention to detail
- Familiarity with Intercom, Zendesk or other Customer Support platforms
What the job involves
- As a CX Associate, you'll be one of the main points of contact for our 10,000s of investors
- You’ll play a key role in the development of our best in class client interaction and customer service while providing exceptional email, phone, chat support
- You'll also work closely with our brokerage operations team (on issues including account onboarding, KYC/AML processes, etc.)
- Respond and resolve customer requests and questions via chat, email, and phone
- Escalate customer issues and help develop best practices for efficient customer engagement
- Assist with KYC/AML operations, account onboarding, and technical troubleshooting
- Create educational content for our customers - how-to articles, videos, emails
- Translate customer needs into recommendations for engineering - this is an opportunity to learn the ropes of product management and directly influence the Titan roadmap
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.
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