Client Success Specialist

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 Success Specialist, where your passion for finance and technology can thrive.

Job Description

• Respond to customer/client inquiries and provide support via phone, email, and live chat.
• Guide new customers through onboarding, ensuring clear understanding of platform features and usage.
• Assist clients with account opening and verification processes, providing accurate and timely support.
• Support clients in completing account funding processes through clear guidance and information.
• Encourage effective use of platform features in alignment with client needs and ongoing campaigns.
• Identify client needs during interactions and guide them toward appropriate platform functionalities (non-advisory).
• Provide support on trading platform tools and features, addressing technical or operational issues.
• Resolve customer concerns promptly and escalate complex cases when necessary.
• Maintain accurate records of customer interactions, feedback, and follow-ups.
• Contribute to internal knowledge bases, process improvements, and training materials.
• Perform ad-hoc duties as assigned.

Requirements

• Degree or above in the relevant qualifications. Diploma in Business, Economics and Financial- related courses are welcome to apply.
• Proven working experience in the related field is preferred, especially in the call center, sales support, technical support, online trading and/or stockbroking industry. Fresh graduates are welcome to apply.
• Familiarity with online trading platforms, stock exchanges, capital/financial markets, trading regulations and investment products are advantageous.
• Computer literacy is preferred.
• Language proficiency in English and Malay, while Chinese/Mandarin is advantageous.
• Professionalism, independent, meticulous, patient, empathy, strong problem-solving and decision-making abilities, excellent communication and interpersonal skills with certain level of customer service knowledge and belief.
• Excellent team player and high working efficiency. Able to work under pressure and to manage multiple customer/client inquiries simultaneously and in a timely manner.
• Able to work according to the assigned shifts, which include evening shifts, night shifts and weekend shifts. Shift allowance shall be provided for evening and night shifts respectively
• Bumiputera candidates are encouraged to apply.

Benefits

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

• Competitive compensation & benefits.
• Monthly salary package consists of basic salary + commission + shift allowance (if applicable)
• Convenient Access to Public Transport
• FINRA SIE Exam Sponsorship
• 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.