Client Services Associate

• Legacy-defining vision. Private wealth in every pocket isn't an incremental product. It’s not B2B automation. It’s a “before & after” moment in money.

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 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.

• Required: Candidates must hold at least one of the following licenses, or a combination thereof — SIE, Series 6, Series 7, Series 63, Series 65, or Series 66. Candidates holding other financial licenses are also encouraged to apply, but financial licensing is a must.

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