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Client Experience Associate - Licensed (7 + 63/66)

Create educational content to enhance customer understanding and engagement with Titan's services.
New York
Junior
1 week ago
Titan

Titan

Titan is building a new Schwab, making premium investment management accessible to everyone

✨ About The Role

- As a Client Experience Associate, you will be a primary point of contact for tens of thousands of investors, providing exceptional support via email, phone, and chat. - The role involves responding to and resolving customer requests, ensuring a high level of customer satisfaction. - You will assist with KYC/AML operations and account onboarding, working closely with the brokerage operations team. - The position includes creating educational content for customers, such as how-to articles and videos, to enhance their understanding of services. - There is an opportunity to translate customer needs into recommendations for engineering, allowing you to influence the Titan roadmap directly.

⚡ Requirements

- The ideal candidate will have at least 2 years of experience in a Customer Success or Service role, demonstrating a strong background in client interaction. - Candidates must possess relevant licenses, specifically Series 7 and 63/66, indicating a solid understanding of financial regulations and client management. - Successful individuals will have exceptional written and communication skills, with a keen attention to detail, enabling them to handle customer inquiries effectively. - The role requires a resourceful problem-solver who can manage challenging customer issues with empathy and completeness. - Familiarity with customer support platforms such as Intercom or Zendesk is essential for efficient customer engagement.
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Client Experience Associate - Licensed (7 + 63/66)
New York
Support
About Titan
Titan is building a new Schwab, making premium investment management accessible to everyone