Account Support Associate

This is an entry-level position that would suit an individual with a good level of commercial acumen, such as exposure to a business environment via a placement or an internship, who has the enthusiasm to be part of a sales team within financial services.

You'll work closely with the sales and distribution team to understand the unique needs and preferences of our clients and investors. By collaborating effectively, you'll ensure that our support services align seamlessly with their expectations, ultimately enhancing their overall experience with Titanbay.

This might involve coordinating personalised communications, providing timely assistance with account management and implementing feedback-driven improvements to our services.

Responsibilities

• As the primary point of contact for both new and existing investors, you'll play a crucial role in nurturing strong and enduring relationships. By engaging proactively with investors, you'll build rapport, instil confidence in our offerings and address any queries or concerns they may have.


• Support the sales team in developing key materials to drive their Go-to-market strategies. Including the preparation of RFP (Request for Proposal) presentations to Private Bank and Wealth Management clients.


• You'll serve as a key ambassador for Titanbay, embodying our values and commitment to excellence in every interaction with investors. Whether communicating via email, phone or in-person meetings, you'll convey professionalism, expertise, and a genuine dedication to serving their needs.


• Collaborate with other Titanbay stakeholders such as Investor Services and Compliance to ensure new Investors are onboarded onto the platform seamlessly.


• You'll play a pivotal role in gathering feedback from investors regarding their experiences, preferences, and suggestions for improvement.


What you'll bring


• Solution-oriented and able to provide accurate and creative solutions to investor queries.


• Capacity to empathise with clients needs, demonstrating genuine concern and providing tailored support to address their concerns and enhance their experience.
  
  Ability to articulate complex information clearly and concisely whilst fostering strong relationships with clients and colleagues.


• Excellent written and verbal communication skills.


• Comfort operating in an early-stage, rapidly growing business environment.


• Ability to work independently and thrive in a non-hierarchical environment.


• Personable, creative, dynamic, and a quick learner.


• IT literate with the ability to produce comprehensive slide presentations


• Fluency in English; additional European languages are advantageous.
  
  At Titanbay we are on a mission to open up private market investing for wealth managers, private banks and their customers. We are deeply committed to delivering unmatched value and service to our clients by offering innovative solutions that empower our customers to navigate private markets with confidence and success.


Our ethos revolves around customer obsession and our ability to solve difficult problems well for our customers and we believe in fostering a culture of transparency, integrity and accountability where every team member is empowered to take ownership, act with urgency and earn the trust of our colleagues, clients and partners.

Join us on our journey to reshape the future of private market investing and unlocking new opportunities for wealth managers and investors alike.

Pulled from the full job description

• Company pension


• Life insurance


• Private dental insurance


• Private medical insurance, 28 days holiday p/a + Bank holidays - with the option to roll up to 5 days p/a


• Employee Share Options scheme


• Private Health insurance


• Private Dental cover


• Life Insurance, 3x salary


• Company pension


• On-demand digital support for new or expectant parents via Dearbump