# Client Services Associate at Titan

- Company: Titan
- What the company does: Titan is a modern wealth management platform that pairs clients with a dedicated human financial advisor for equity compensation planning, RSU strategy, tax optimization, investment management, and retirement planning. Backed by Accel, General Catalyst and Y Combinator.
- Company website: https://www.titan.com/
- Type: Startups
- Level: Associate
- Location: New York
- Work setup: On-site
- Posted: 2026-05-19
- Apply by: 2026-10-08
- Apply: https://jobs.ashbyhq.com/titan/a052cfb9-b84c-425f-8875-f37a33d2200e
- Page: https://www.1752.vc/careers/jobs/titan-client-services-associate/

## About the role

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)

## What they'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

Tags: Client Experience