Client Services Associate
TitanWealth Management company
New York, United StatesMid
Andreessen Horowitz
General Catalyst
BoxGroup
Sound Ventures
Odell Beckham Jr.
Kevin Durant
Sales & Account Management
About the role
TL;DR
Manage client communications and support wealth advisors.
- •The Client Services Associate role involves managing client communications, processing transfers, and supporting wealth advisors.
- •Key Responsibilities Manage client communications across email, chat, and phone.
- •Process and track brokerage and retirement account transfers.
- •Partner with wealth advisors to ensure seamless client experiences.
- •Support onboarding, KYC/AML, and account troubleshooting.
- •Communicate with third-party brokers to resolve issues.
- •Requirements 1-3+ years of experience in financial services or client operations.
- •Strong written and verbal communication skills.
- •Calm and empathetic presence in client interactions.
- •Ability to manage high volumes while maintaining quality.
- •Comfort working independently and as part of a team.
Required skills
Customer Service
Domain expertise
fintech