US Market Client Success & Onboarding Specialist

Moomoo Inc.; Kuala Lumpur; On-site; MYR 48,000 - 60,000; Full time

Benefits offered by this job

13-Month Salary (Contractual Bonus)

Competitive compensation & benefits

Access to Public Transport

FINRA SIE Exam Sponsorship

Career Development Opportunities

Team Building Activities

Free-Flow Pantry Snacks & Drinks

Dynamic Working Environment

Job summary

Moomoo Inc. is hiring a Client Success Specialist in Kuala Lumpur, Malaysia. This role involves responding to customer inquiries, guiding new clients through onboarding, and identifying opportunities for account expansion. Candidates should have a relevant degree or experience in customer support, particularly in the financial sector. Proficiency in English is necessary, with Chinese/Mandarin as an advantage. The position offers competitive compensation, including a monthly salary and commission, and promotes career development in financial services.

Qualifications

• Degree or above in relevant qualifications.
• Proven experience in call center, sales support, or online trading preferred.
• Familiarity with trading platforms and financial markets is advantageous.
• Language proficiency in English is required; Chinese/Mandarin is a plus.
• Able to work under pressure and manage multiple client inquiries.

Responsibilities

• Respond to customer inquiries and provide comprehensive support.
• Guide new customers through onboarding and product features.
• Identify opportunities for account expansion during customer interactions.
• Assist clients with trading account registration and verification.
• Provide consultation on trading platform issues.
• Resolve client concerns and escalate complex cases as needed.
• Record and organize customer feedback and suggestions.

Skills

Customer support

Problem-solving

Technical support

Communication

Education

Degree in Business, Economics, or Financial-related courses

Job description

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 comprehensive support via various communication channels, including phone, email and live chat.
• Proactively guide new customers through onboarding, ensuring they understand and fully utilize product features to achieve their business goals.
• Identify and qualify potential opportunities for account expansion, upgrades, or cross-sells during routine customer interactions.
• Assist customer/client with trading account registration and verification processes.
• Provide consultation services on trading platform, tools and features,addressing any technical or operational issues that may be encountered.
• Resolve customer/clients' concerns and questions promptly and professionally, escalating complex cases as necessary.
• Responsible for proper recording, filing and organizing of customer feedback and suggestions.
• Contribute to the development of customer service processes, knowleedge bases, and training materials.
• Perform with other ad-hoc duties as per assigned from time to time.

• 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 while Chinese/Mandarin is advantageous.
• Bumiputera candidates are encouraged to apply.
• 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 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

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.