Institutional Account Services Specialist

moomoo; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive total compensation package

Comprehensive insurance coverage for员工

Diverse work environment with team-bon

Business casual work attire everyday

Job summary

Moomoo is a global investment and trading platform committed to democratizing investing. The Institutional Account Services Specialist will oversee day-to-day servicing of client accounts, ensuring accuracy, compliance, and exceptional client experience across onboarding, maintenance, and lifecycle management.

The role collaborates with relationship managers, trading, onboarding and compliance teams to address inquiries and drive efficient account operations while upholding regulatory standards.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Accounting or related discipline required.
• Minimum 5+ years in brokerage operations, wealth management, or financial services.
• Strong understanding of brokerage account lifecycle and securities operations.
• Familiarity with KYC/AML and regulatory frameworks.
• Excellent written and verbal communication with attention to detail.

Responsibilities

• Oversee end-to-end servicing of client brokerage accounts, including onboarding, maintenance, amendments, transfers and closures; primary contact for account-related inquiries.
• Ensure regulatory compliance, KYC/AML procedures, and periodic reviews; manage documentation for audit purposes.
• Develop and maintain SOPs; monitor service levels, volumes, and operational risks; coordinate with internal teams to resolve issues.

Skills

Analytical thinking

Communication skills

Attention to detail

Regulatory awareness

Education

Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline

Job description

Moomoo is more than just a global investment and trading platform-we're a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over 28 million users worldwide . In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the first digital brokerage to earn all five SGX Group memberships across the securities and derivatives markets-a testament to our dedication to excellence and innovation. But what truly sets us apart is our mission: to democratise investing and make smart, data-driven financial decisions accessible to everyone. We're here to level the playing field -bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey. Joining Moomoo means being part of a purpose-driven team that's not only reshaping the future of investing-but also making wealth-building inclusive, informed, and inspiring . If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

Institutional Account Services Specialist

The Institutional Account Services Associateis responsible for overseeing the day-to-day servicing and administration of client accounts, ensuring a high standard of client experience, operational accuracy, and regulatory compliance. The role works closely with clients, relationship managers, trading teams, onboarding, compliance, finance and operations to ensure account-related requests and transactions are handled efficiently and accurately.

Responsibilities

• Client Onboarding & Account Management Manage the end-to-end servicing of client brokerage accounts, including account opening, maintenance, amendments, transfers, and closures. Serve as a primary point of contact for account-related enquiries and service requests. Coordinate client onboarding and ensure all required documentation is complete and properly maintained. Handle client requests relating to account information, statements, confirmations, fees, settlements, and account administration. Build strong working relationships with clients and internal stakeholders. Resolve client issues promptly and elevate complex matters where appropriate.
• Account Lifecycle Management Ensure account servicing activities comply with applicable regulatory requirements, internal policies, and procedures. Support KYC/AML, client due diligence, periodic reviews and account documentation requirements. Identify and elevate potential operational, compliance or client risks. Maintain appropriate records and documentation for audit and regulatory purposes. Work closely with Compliance and Onboarding teams on account-related reviews and remediation. Assist with source of wealth write up of clients where applicable
• Process Management Establish service standards and monitor turnaround times and quality. Identify opportunities to improve workflows, controls and client service processes. Develop and maintain standard operating procedures and process documentation. Provide management with regular reporting on account volumes, service levels, outstanding issues, and operational risks.

Requirements

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline.
• 5+ years of relevant experience in brokerage operations, securities, wealth management, investment banking, or financial services.
• Strong understanding of brokerage account lifecycle and securities operations.
• Familiarity with KYC/AML requirements and financial-services regulatory frameworks.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong analytical, problem-solving, and organisational skills.
• Excellent written and verbal communication skills. (Mandarin proficiency will be a plus)

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

Benefits

• Enjoy a competitive total compensation package that truly values your skills and contributions.
• Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
• Fun loving and diverse work environment that hosts various team-bonding programs and company events
• Business casual work attire everyday
• And Much More! : Discover even more perks and benefits as we take you through the hiring process!