Description
The Client Services Associate supports Titan’s wealth management clients by managing inbound and outbound communication, guiding clients through brokerage and retirement account transfers, processing and tracking transfers, maintaining records, coordinating with wealth advisors and third-party brokers, and supporting onboarding, KYC/AML, and account troubleshooting. The role also identifies operational bottlenecks and translates client feedback into recommendations for Product, Engineering, and Operations. Candidates should have 1–3+ years of experience in financial services, client operations, or customer success, strong communication and organizational skills, familiarity with support tools, and at least one financial license such as SIE, Series 6, Series 7, Series 63, Series 65, or Series 66.
