Client Relations Specialist (US Market)

Moomoo is a comprehensive brokerage platform that empowers proactive investors to take control of their financial future with ease and confidence. We integrate professional trading data, global financial news, a trading community, and an innovative web platform to provide users with better data, tools, and performance.

Join our dynamic team at Moomoo as a Client Relations Specialist, where your passion for finance and technology can thrive.

1. Premier Client Service & Relationship Management (Primary Focus)

• Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management.
• Lead and oversee the seamless end-to-end process for account funding, and stock transfers.
• Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty.
• Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels.

2. Client Retention & Strategic Support

• Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets.
• Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship.
• Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment.
• Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience.
• Engage in goal-oriented conversations with customers to better understand their needs and guide them toward the products and services that best support their financial goals.

Requirements

• Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines.

• Additional qualifications in financial planning or investment analysis are advantageous.
• Solid experience in outbound telesales, client relations or a similar role within the stockbroking/finance services company or outbound call center in related industries (fintech, stock brokerage, financial or investment products) is preferred.
• Candidates must have at least 1–3 years of relevant experience in a related field.
• Exposure and possessing of product knowledge on capital market, US stock market and investment related field will be an advantage.
• Must have US financial licenses (SIE, S7 and S63) or the willingness to licenses as part of probation requirements.
• Language proficiency in English and Mandarin (reading and spoken) is a must.
• Excellent communication, negotiation, and interpersonal skills.
• Computer literacy skills.
• Independent, self-motivated, and quick learning team player with strong result-driven skills.
• Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment.

Benefits

We offer a comprehensive and holistic work experience and package as follows:

• 13-Month Salary (Contractual Bonus)
• Monthly salary package consists of basic salary + commission + shift allowance (if applicable).
• Convenient Access to Public Transport
• FINRA SIE Exam Sponsorship (during probation period)
• Career Development Opportunities in the Financial Services Industry
• Company Team Building & Bonding Activities
• Free-Flow Pantry Snacks & Drinks
• Dynamic, Multinational Working Environment

Please note that only short-listed candidates will be contacted. Thank you.