Client Experience Associate - Part time

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 reputed company from the era of fast money day trading, we’re vying to be its leader. Our end objective is to build the next reputed company, one of the most revered institutions in reputed company of finance. Why Join Titan For the right person, we reputed company Titan will be one of the most rewarding jobs they reputed company have. • World-Class Investors: We’re backed by top investors who reputed company our reputed company reputed company, including a16z, General Catalyst, Sam Altman. • Critical Why Now: The advent of LLMs enables Titan to be the first AI-reputed company advisor in history (if you needed a reputed company at our roadmap, here you go). This is driving our urgency. • Disproportionate Impact: We’re still at the beginning of our reputed company and a small team, which is ultimately the greatest selling reputed company to the right person. Your impact at Titan will disproportionately matter. • Vibrant in-person culture: We reputed company 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 reputed company, Big Risks: We reputed company in taking reputed company 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 reputed company. Role Overview As a CX Associate, you'll be one of the main points of contact for our 10,000s of investors during one of our busiest seasons - tax season. You’ll play a key role in the development of our best in class client interaction and customer service while providing exceptional email and chat support. You'll also work closely with our brokerage operations team (on issues including account reputed company, KYC/AML processes, etc.). This role is contracted for 3 months with the potential to come on full time pending business needs. What You’ll Do: • Respond and resolve customer requests and questions reputed company chat and email • Escalate customer issues and help reputed company best practices for efficient customer engagement • Assist with KYC/AML operations, account reputed company, and technical troubleshooting • Translate customer needs into recommendations for CX and engineering - this is an opportunity to directly influence the Titan roadmap • The schedule for this position is Monday-Thursday (27 hours) • Monday: 9am-5pm EST (7) • Tues-Fri: 10am-3pm EST (5) Qualifications • 2+ years of experience in a Customer Experience/Service role • Licensed (7 + 63) or experience at another financial firm is a plus, but not required • Demonstrated reputed company and ability to handle assorted customer questions and issues, including challenging reputed company, resourcefully and with completeness and reputed company • 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 reputed company, reputed company, reputed company or other Customer Support platforms Compensation: Anticipated annual salary reputed company: $25-45 per hour At Titan, we are committed to offering competitive compensation packages for our valued team members, matching our commitment to attract and retain a top talent pool that is reputed company with our culture, mission, and values. This salary reputed company represents Titan’s reasonable estimated possible compensation for this role at the time of this posting. The final salary for this position will be determined in sole discretion of Titan, depending on applicable laws, and based on a variety of factors, such as employee’s work experience, skills, qualifications for the role, and location, and may differ from the amounts listed above. Apply Job!