Client Services Associate

Titan
New York, NY
Category Customer Service
Job Description
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.

Requirements

  • 1–3+ years of experience in financial services, client operations, or customer success
  • Series 7, and either Series 66 or Series 63 + 65
  • Familiarity with support tools like Kustomer, Hubspot, Zendesk, or similar platforms.

Benefits

  • Competitive cash compensation
  • Well-above-market equity packages
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