About Titan
Titan is an award-winning, Wall-Street-based wealth management firm. Backed by some of Silicon Valley’s best (a16z, GC, Sam Altman), we manage the wealth of tens of thousands of clients, with billions in assets. As consumer finance approaches its graduation moment from the era of fast money day trading, we’re vying to be its leader. Our end objective is to build the next Goldman Sachs, one of the most revered institutions in all of finance.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Sam Altman.
Critical Why Now: The advent of LLMs enables Titan to be the first AI-native advisor in history (if you needed a peek at our roadmap, here you go). This is driving our urgency.
Disproportionate Impact: We’re still at the beginning of our journey and a small team, which is ultimately the greatest selling point to the right person. Your impact at Titan will disproportionately matter.
Vibrant in-person culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office most days of the week).
Big Vision, Big Risks: We believe in taking bold opportunities and aren’t afraid of change.
Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to feel and act like an owner.
Role Overview
Candidates must have relevant licenses (7 + 63/66)
As a CX Associate, you'll be one of the main points of contact for our 10,000s of investors. You’ll play a key role in the development of our best in class client interaction and customer service while providing exceptional email, phone, chat support. You'll also work closely with our brokerage operations team (on issues including account onboarding, KYC/AML processes, etc.).
What You'll Do
Respond and resolve customer requests and questions via chat, email, and phone
Escalate customer issues and help develop best practices for efficient customer engagement
Assist with KYC/AML operations, account onboarding, and technical troubleshooting
Create educational content for our customers - how-to articles, videos, emails
Translate customer needs into recommendations for engineering - this is an opportunity to learn the ropes of product management and directly influence the Titan roadmap
Qualifications
2+ years of experience in a Customer Success/Service role
Candidates must have (7 + 63/66)
Demonstrated skill and ability to handle assorted customer questions and issues, including challenging matters, resourcefully and with completeness and empathy
Skilled at troubleshooting technical issues and determining the right questions to ask
Exceptional written and communication skills along with an acute attention to detail
Familiarity with Intercom, Zendesk or other Customer Support platforms
Compensation Range: $70K - $100K
