Client Services Associate

Titan•New York, NY

10d•Onsite

About The Position

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.

Requirements

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.
Comfortable working independently and as part of a highly collaborative team.
Strong organizational, analytical, and problem-solving skills.
Familiarity with support tools like Kustomer, Hubspot, Zendesk, or similar platforms.
Series 7, and either Series 66 or Series 63 + 65.

Nice To Haves

Experience in Transfers is a plus, but not required.

Responsibilities

Manage inbound and outbound client communication across email, chat, and phone with a service-first approach.
Serve as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers).
Educate and guide clients through the transfer process with clarity, empathy, and patience.
Review, process, track, and follow up on incoming and outgoing transfers end-to-end.
Maintain 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).