Client Success Lead - Financial Services

Moomoo MY

Kuala Lumpur

On-site

MYR 100,000 - 167,000

Full time

2 days ago

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Benefits offered by this job

13 months contractual bonus

Annual performance bonus

Annual dental, optical & health check

Public Transport access

Sponsorship for courses/exams

Career development opportunities in FS

Team building activities

Free-flow pantry snacks & drinks

Multinational working environment

Job summary

Moomoo is seeking an experienced Customer Service & Client Success Manager in Kuala Lumpur to lead a team of Customer Service and Client Success Specialists supporting our brokerage services. The role focuses on day-to-day team performance, high-quality service, client engagement, and driving business growth through effective coaching, sales initiatives and collaboration with HQ.

The ideal candidate has 2–3 years of team management experience and background in financial services or brokerage

Qualifications

Diploma or Bachelor’s degree in Finance, Business, Economics or related field.
2–3 years of proven team management or supervisory experience in customer-facing roles.
1–2 years of sales or business development experience preferred.
Experience in financial services, brokerage or regulated financial institutions is an advantage.
Experience supporting the Singapore market is a plus.
Strong customer service, KPI-driven mindset and excellent communication.

Responsibilities

Lead and manage the Customer Service and Client Success Specialist team, overseeing daily operations, productivity, service quality and KPI performance.
Coach and develop team members through regular performance reviews, feedback, and training.
Drive client engagement, retention, and sales performance through effective customer service and telemarketing initiatives.
Handle escalated client enquiries and complaints, ensuring timely and effective resolution.
Coordinate with HQ Management Team to align on business direction and execute HQ initiatives in Malaysia.
Communicate local market feedback to HQ and support regional strategies.
Collaborate with Operations, Compliance, Product and Business Development to resolve client issues and improve the overall client experience.
Ensure adherence to internal policies, procedures and regulatory requirements.
Identify operational and service gaps and drive process improvements and system enhancements.
Prepare and present team performance updates and support recruitment, onboarding and team development.