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Client Services Associate

Titan

Entry levelNew York, NY, USA

Want to be the key contact for clients navigating their asset moves?

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About Titan

Titan is reinventing wealth management for everyone.

What you'd do

Manage inbound and outbound client communication
Educate clients through the transfer process
Review and process account transfers
Maintain meticulous records of transfers and account activity

What they're looking for

1–3+ years in financial services or client operations
Strong written and verbal communication skills
Must hold at least one financial license (e.g., SIE, Series