Client Services Associate at Titan
Company: Titan
Location: New York
Type: FULL_TIME
Job Description
<p style="min-height:1.5em"><strong>About Titan</strong></p><p style="min-height:1.5em">Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.</p><p style="min-height:1.5em"><strong>Why Join Titan</strong></p><p style="min-height:1.5em">For the right person, we believe Titan will be one of the most rewarding jobs they ever have. </p><ul style="min-height:1.5em"><li><p style="min-height:1.5em"><strong>Ambitious Vision: </strong>When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.</p></li><li><p style="min-height:1.5em"><strong>Critical Why Now: </strong>The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.</p></li><li><p style="min-height:1.5em"><strong>Disproportionate Impact:</strong> We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.</p></li><li><p style="min-height:1.5em"><strong>Vibrant In-Person Culture:</strong> We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).</p></li><li><p style="min-height:1.5em"><strong>Compensation: </strong>Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.</p></li><li><p style="min-height:1.5em"><strong>World-Class Investors: </strong>We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.</p></li></ul><p style="min-height:1.5em"><strong>This Role</strong></p><p style="min-height:1.5em">The <strong>Client Services Associate</strong> 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.</p><p style="min-height:1.5em">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.</p><p style="min-height:1.5em">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 - som
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