Institutional Account Services Specialist

Moomoo SG; Singapore; On-site; SGD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive insurance coverage

Team events & activities

Business casual dress

Job summary

Moomoo Singapore is a wealth-tech platform offering access to global markets and a suite of wealth services. The Institutional Account Services Specialist will manage end-to-end client brokerage account servicing, onboarding, and lifecycle activities with emphasis on accuracy and regulatory compliance.

The role collaborates with relationship managers, trading, onboarding, compliance, and finance teams to ensure smooth client experiences, robust controls, and timely reporting while supporting

Qualifications

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

Responsibilities

• Oversee day-to-day servicing of client brokerage accounts including onboarding, maintenance, transfers and closures.
• Serve as primary contact for account inquiries and service requests; coordinate onboarding and documentation.
• Maintain client information, statements, fees, settlements and account administration; build relationships.
• Ensure regulatory compliance and KYC/AML controls; support due diligence and reviews.
• Develop and maintain SOPs; provide management with reports on volumes, service levels and risks.

Skills

Attention to detail

Analytical skills

Organizational skills

Communication skills

Mandarin proficiency (nice to have)

Education

Bachelor's degree in Finance/Business/Economics/Accounting

Job description

Moomoo Singapore is a holistic wealth-tech platform building an intelligent investing ecosystem across its digital platform, physical experience stores and investor education community. Through the moomoo app, it provides everyday investors and professional clients with access to global markets, diverse investment products, advanced trading tools and AI-powered insights.

Since launching in March 2021, Moomoo Singapore has evolved beyond an investing platform into a popular financial literacy resource and full-spectrum wealth platform, supporting investors from their first trade to managing sophisticated portfolios. It surpassed two million customers in Singapore in June 2026, with users spanning retail investors to private wealth and institutional clients.

Moomoo Financial Singapore Pte. Ltd. is a subsidiary of Nasdaq-listed Futu Holdings Limited (Nasdaq: FUTU). The firm is regulated by the Monetary Authority of Singapore and holds a Capital Markets Services Licence (CMS101000) and Major Payment Institution Licence (PS20200617). It also has exempt financial adviser status and is authorised to provide Digital Payment Token services. Moomoo Trustee (Singapore) Pte. Ltd. is a licensed trust company, while Moomoo Singapore is a DP Clearing Member, SGX-ST Trading Member, and SGX-DT Trading and Clearing Member of Singapore Exchange.

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

1. 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 escal…?

2. 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 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

3. 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

Working at Moomoo, you will get

• Be a part of the world's leading digital brokerage firm where growth and career development opportunities are endless
• 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!