Client Success & Service Lead HK Financial Services
Moomoo MY
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Benefits offered by this job
Job summary
Moomoo MY is seeking an experienced Customer Service & Client Success Manager to lead a team supporting the Hong Kong market. You will drive client engagement, scale operations, and ensure high-quality service while collaborating with HQ to align local initiatives in Malaysia.
The role requires 2–3 years of team management in financial services or brokerage-related operations, with a preference for experience across sales, customer service, and client-facing activities.
Qualifications
- Diploma or Bachelor's Degree in Finance, Business, Economics, Management, or a related discipline is preferred.
- 2-3 years of proven team management or supervisory experience in customer service, sales, telemarketing, client success, or related
- 1-2 years of experience in sales or business development preferred
- Experience in financial services, securities brokerage, banking, fintech, or regulated financial institutions is advantageous
- Experience with Hong Kong and US markets is an added advantage
Responsibilities
- Lead and manage the Customer Service team, overseeing daily operations, productivity, service quality, and KPI performance
- Coach, mentor, and develop team members through regular performance reviews and training
- Drive client engagement, retention, and business performance through customer service and telemarketing initiatives
- Handle escalated client enquiries, complaints, and complex cases with timely, professional resolutions
- Serve as liaison for local operations and align HQ initiatives with Malaysia market needs
- Provide HQ with market feedback and support regional business strategies implementation
- Collaborate with Operations, Compliance, Product, and Business Development to resolve issues and improve processes
- Ensure compliance with internal policies and regulatory requirements relevant to Hong Kong and other regions
- Identify gaps and drive continuous improvements in processes and systems
- Prepare and present regular team performance reports and updates
- Support recruitment, onboarding, and workforce planning to maintain capability and coverage
- Conduct monthly 1-on-1 meetings and implement development plans for staff growth
Skills
Education
Job description
Moomoo MY is seeking an experienced Customer Service & Client Success Manager to lead a team supporting the Hong Kong market. You will drive client engagement, scale operations, and ensure high-quality service while collaborating with HQ to align local initiatives in Malaysia.
The role requires 2–3 years of team management in financial services or brokerage-related operations, with a preference for experience across sales, customer service, and client-facing activities.
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