{"id":453602,"url":"https://alion.io/job/titan-client-services-associate","title":"Client Services Associate","company":{"id":174611,"name":"Titan","domain":"titan.com","url":"https://alion.io/company/titan-3","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"D","score":51,"open_postings":11,"ghost_share":0.818,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":40,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":48000,"max_usd":91000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1280},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"HubSpot","optional":true},{"name":"Zendesk","optional":true}],"status":"live","first_seen_at":"2026-05-19T13:37:32Z","employer_posted_date":"2026-05-19","last_verified_at":"2026-10-26T08:49:11Z","board_verified":true,"closed_at":null,"days_open":159,"trust":{"level":"ghost","repost_count":0,"flags":["stale","company_stale"],"days_open":159},"description":"About Titan\nDespite decades of innovation in money, the most important consumer money domain remains largely untouched: wealth management. Legacy Wall Street institutions still dominate private wealth, gatekeeping their services behind extremely high minimums, janky user experiences, and layers of fees. They are, in our opinion, the \"final boss\" of consumer fintech.\nOur belief: every American deserves an elite wealth team navigating their capital, delivered at the cost and speed only humans working in harmony with AI can unlock.\nAt heart, we're a small pack of hard-working rebels operating at the intersection of engineering craft and high-stakes financial precision. Every person here is a calibrated bet on what we're building next. Our mission is to rebuild what a wealth management firm means, from the ground up, brick by brick, leveraging technology across the entire stack, so that AI lets one wealth advisor deliver what used to take a team, serving clients a Wall Street team never could have reached.\nWe're backed by a16z and Sam Altman, and currently power over $1 billion in assets under management.\nWhy Join Titan\nFor the right person, this will be one of the most rewarding roles they ever have.\nLegacy-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.\n\nThe time is now. LLMs just unlocked what was impossible five years ago: truly personalized wealth management for everyone.\n\nOutsized decision making. We're a small team by design. Every hire is precise, every role carries real weight, and your decisions disproportionately shape what we become.\n\nBuilt in person, in the trenches. We're a high-touch, high-tempo group that works side by side. You’ll see our founders working in the trenches with the team everyday.\n\nOwnership in every sense. Competitive cash and well-above-market equity. We believe in identifying only exceptional talent and compensating them generously.\n\nWorld-class backing. Investors who share the bold vision: a16z, General Catalyst, Accel, Y Combinator, Sam Altman, Paul Graham, and more.\n\nThis Role\nThe 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.\nYou’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.\nThis 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.\nWhat You’ll Do\nManage inbound and outbound client communication across email, chat, and phone with a service-first approach. This will look like:\nServing as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)\n\nEducating and guiding clients through the transfer process with clarity, empathy, and patience\n\nReviewing, processing, tracking, and following up on incoming and outgoing transfers end-to-end\n\nMaintaining meticulous records of all transfer and account activity\n\nPartner closely with Titan wealth advisors to ensure seamless handoffs and a unified client experience\n\nSupport broader CX and brokerage operations including onboarding, KYC/AML, and basic account troubleshooting/updates\n\nCommunicate with third-party brokers and firms to resolve issues and expedite transfers\n\nIdentify patterns, bottlenecks, and risks, and proactively suggest workflow improvements\n\nTranslate recurring client feedback into clear recommendations for internal teams (Product, Engineering, Ops)\n\nWhat We’re Looking For\n1-3+ years of experience in financial services, client operations, or customer success (experience in Transfers is a plus, but not required)\n\nSelf-awareness: Understands how their communication, decisions, and energy affect teammates and clients, and adapts in service of better outcomes\n\nA genuine service mindset\n\nStrong written and verbal communication skills with exceptional attention to detail\n\nCalm, empathetic presence when handling complex or sensitive client situations\n\nAbility to manage high volumes while maintaining quality and consistency\n\nComfortable working independently and as part of a highly collaborative team\n\nStrong organizational, analytical, and problem-solving skills\n\nFamiliarity with support tools like Kustomer, Hubspot, Zendesk, or similar platforms.\n\nRequired: 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.\n\nWhat Success Looks Like\nClients feel supported, informed, and confident throughout every interaction\n\nAdvisors trust you as a reliable extension of their work with clients\n\nTransfers are processed accurately, efficiently, and with minimal friction\n\nWhen there is friction, issues are surfaced early, documented clearly, and you bring ideas for resolutions to the table\n\nWhat Your Growth Looks Like:\nYou’ll build deep expertise in brokerage operations, transfers, and client relationship management\n\nYou’ll further develop strong communication practices between external clients and internal functions, risk mitigation, and operational problem-solving skills\n\nYou’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","description_format":"text","description_chars":5882,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Investing Apps & Robo-Advisors"],"lifecycle":[{"event":"open","at":"2026-09-06T09:12:00Z"}],"visa":[],"liveness":{"score":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.145,"p_room":0.28,"age_days":159,"expected_fill_days":40,"reasons":["conf:1","stale_co","urgency","ghost","win:tail","crowd:junior"],"computed_at":"2026-10-26T05:57:25Z"},"pay":null,"html_url":"https://alion.io/job/titan-client-services-associate","json_url":"https://alion.io/job/titan-client-services-associate.json","meta":{"generated_at":"2026-10-26T12:27:00Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17078,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174611},"rest":"https://alion.io/mcp/rest/get_company?id=174611"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftitan-client-services-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftitan-client-services-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftitan-client-services-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/titan-client-services-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftitan-client-services-associate"}]}