Workly

Client Experience Associate

At Titan

Manhattan, NY

Titan is a world-class investment firm inside a mobile app, managing over $500 million in assets for 30,000+ clients. Our mission is to build the first premium investment manager for everyone. If Robinhood is the mass market solution, consider us the Apple of our category. We recently raised a $58M Series B round led by venture capital firm Andreessen Horowitz, bringing our total funding to $75M. Loved by our clients, Titan won the Best Investment Advisor award from U.S. News in 2020 and the Best Advisor award at the 2020 Benzinga Global Fintech Awards, has ranked #1 out of 60+ advisors 5x in a row, and was featured by Apple in 2020. Our investors (some of Silicon Valley's best) have told us we're one of the fastest growing consumer fintech businesses in this category ever. To us, our team is everything. Together, we can make magic happen. If you're excited by our mission, we'd love to meet you. The Role 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.).
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