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Client Experience Associate - Remote Eligible
Create educational content to enhance customer understanding of investment management.
RemoteNew York
Junior
3 weeks ago
Titan
Titan is building a new Schwab, making premium investment management accessible to everyone
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✨ About The Role
- As a Client Experience Associate, you will be a primary point of contact for thousands of investors, providing support through email, phone, and chat.
- The role involves responding to customer requests and resolving issues efficiently while developing best practices for customer engagement.
- You will assist with KYC/AML operations and account onboarding, ensuring compliance and smooth processes for clients.
- Creating educational content such as how-to articles and videos will be part of your responsibilities to enhance customer understanding.
- The position offers an opportunity to translate customer needs into actionable recommendations for the engineering team, influencing the product roadmap.
⚡ 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 should possess the necessary licenses (7 + 63/66) to engage with clients effectively.
- A successful candidate will be resourceful and empathetic, capable of handling a variety of customer inquiries and challenges.
- Strong troubleshooting skills are essential, particularly in technical issues, along with the ability to ask the right questions to resolve problems.
- Exceptional written and verbal communication skills are crucial, as attention to detail is a key aspect of the role.
About Titan
Titan is building a new Schwab, making premium investment management accessible to everyone