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CX Associate - Client Concierge



New York, NY, USA
Posted on Tuesday, June 4, 2024

Titan is the rebel challenger in a very old industry. The present era is run by ancient players: Fidelity, Schwab, & Goldman Sachs. The problem is that none of them were built on modern rails and have horrible user experiences. There have been new things built (think: “investing apps”). They are either 1) gimmicky casinos or 2) sleepy commodities. We won’t say names. Why hasn’t anyone built a modern Goldman Sachs for everyone? That’s our mission.

Titan is a next-generation investment firm. We aspire to lead our generations’ wealth.

We are fighters at heart. We fight to build products that are truly democratized. For example, we launched the first institutional grade cash management product open to everyday investors via Titan Smart Cash. We launched the first ever Venture fund for everyday investors in partnership with Cathie Wood’s ARK. We’ve been able to raise significant capital from some of Silicon Valley’s best, like a16z and General Catalyst.

Now let’s talk about you. We’re highly selective with who we choose to bring onto the team, but if you resonate with the above, we’d love to meet you.

Role Overview

We are looking for a Client Concierge Specialist to join a brand new team operating as an expansion of our current CX function! To us, our clients are everything, and our ability to provide world-class customer service to our clientele has been imperative to our success to date.

You will work directly with our Head of CX to help provide exceptional customer service experiences to high-end clientele seeking a more personalized touch. You will not only help with their needs using the Titan Platform but also assist with travel arrangements, leisure activities, and anything that will improve their overall lifestyle and experience as a Titan Client.

What You’ll Do:

  • Engage with clients to understand their needs, preferences, and desires related to travel & lifestyle services.
  • Use your knowledge and expertise of key metropolitan cities (NYC, SF, Miami) to provide innovative custom solutions to client requests.
  • Handle all aspects of travel bookings ranging from flights, accommodation, transportation, and dining, ensuring a seamless experience while maintaining attention to detail throughout.
  • Build long-term relationships with clients by delivering an exceptional experience, anticipating their needs, and providing personalized assistance and recommendations for future trips and endeavors.
  • Stay up to date with the latest trends, developments, and offerings in the travel and lifestyle space.
  • Work collaboratively with the broader CX team on an ad-hoc basis depending on need and demand.
  • Help us build a best-in-class team and company.
  • Have fun.


  • Previous experience in a CX or Concierge type of role, ideally within the high-end travel or hospitality sector.
  • Expert knowledge of travel destinations, accommodations, and activities.
  • World-class communication skills, with the ability to handle multiple needs simultaneously while maintaining a high-quality experience for clients.
  • Comfortable with high volumes of client interactions.
  • Strong ability to work cross-functionally and think creatively to drive product growth.
  • Flexibility to work non-traditional hours, including evenings, weekends, and holidays, to accommodate client needs and peak travel times.


Anticipated annual salary range: $60,000 - $90,000 plus company stock options + benefits (see above).

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 aligned with our culture, mission, and values. This salary range 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.