Client Services Associate

About Titan Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country. Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. - Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights. - Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. - Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. - Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day). - Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner. - World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman. This Role 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. 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. What You’ll Do - 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 We’re Looking For - 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 volum