Client Experience Associate, Titan
Part time
$25-45 per hour
Asset management firm
Be an early applicant
Asset management firm
201-500 employees
Be an early applicant
$25-45 per hour
201-500 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 Experience/Service role
- Licensed (7 + 63) or experience at another financial firm is a plus, but not required
- 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 Kustomer, 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 during one of our busiest seasons - tax season
- You’ll play a key role in the development of our best in class client interaction and customer service while providing exceptional email and chat support
- You'll also work closely with our brokerage operations team (on issues including account onboarding, KYC/AML processes, etc.)
- This role is contracted for 3 months with the potential to come on full time pending business needs
- Respond and resolve customer requests and questions via chat and email
- Escalate customer issues and help develop best practices for efficient customer engagement
- Assist with KYC/AML operations, account onboarding, and technical troubleshooting
- Translate customer needs into recommendations for CX and engineering - this is an opportunity to directly influence the Titan roadmap
- The schedule for this position is Monday-Thursday (27 hours)
- Monday: 9am-5pm EST (7)
- Tues-Fri: 10am-3pm EST (5)
Our take
Titan’s retail investment management platform is targeted at everyday investors, particularly millennials, who want to manage a portfolio without the heavy capital outlay traditionally demanded.
Its software analyses the holdings of large hedge funds and determines the top 20 stocks before investing the user’s funds in them in fractional shares. It allows users to invest as little as $1,000 and charges a small fee on assets.
Comparisons with Robinhood are warranted, but the key difference is how Titan allows users access to individual stocks as well as managed portfolios. It also goes further in that it compiles key market information in the form of reports, videos and notifications, rather than leaving the user to educate themselves on potential investment choices.
Given the growing distrust the millennial generation has in legacy finance institutions, the time is ripe for companies like Titan to help them gain access to wealth. The market seems to agree: Titan is now managing over $750 million in assets.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Mar 2022
$100m
LATE VC
Jul 2021
$58m
SERIES B
Total funding: $173m
Company benefits
- Medical and dental insurance
- Unlimited PTO and Sick Days
- 401(k) plan with employer match
- MacBook / PC laptop provided
- Internet stipend
- Health & Wellness stipend
- Daily lunches @ our headquarters
- Currently remote-hybrid environment; NYC presence preferred but not mandatory
- Work-from-home stipend to optimize your set-up
Company values
- Build trust -- Trust is critical. We encourage working together, debating, and committing. Here for a rewarding journey
- Drive client joy -- We don’t just aim to help our clients. We want them to love Titan. We’re ready to serve them
- Raise the bar -- Titans never settle. We’re always striving to get better. We consistently raise the bar on ourselves, on each other, and on our product. It’s what makes us special
- Move with urgency -- People are counting on us. Their financial futures are at stake. We understand there’s a ticking clock and we have finite time
- Be an owner -- We’re all here at the start. We’re all in service. We all roll up our sleeves. We all care an abnormal amount. We all are A+ teammates
Company HQ
SoHo, New York, NY
Articles
Leadership
Max Bernardy
(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 Senior Software Engineer at Relay Delivery.
Clayton Gardner
(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-CEO)Worked as an Analyst at Goldman Sachs for 2 years before joining McKinsey as a Management Consultant for 2 years.
Share this job
View 5 more jobs at Titan