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
13+ 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
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
Client Services Associate • New York, NY, United States
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