In-Store Financial Customer Experience Specialist

moomoo; New York (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Opportunities for professional growth

Job summary

A financial services company in New York City is seeking a motivated Financial Customer Experience Associate. This role involves managing customer relations, driving sales, and ensuring compliance with FINRA and SEC regulations. The ideal candidate has a strong background in finance and will thrive in a high-energy environment. The expected salary range is $50,000 - $70,000 with performance-based bonuses. Opportunities for growth and a dynamic work environment are offered.

Qualifications

• 1+ years of experience in sales and/or customer service within a financial services company.
• Must acquire SIE and FINRA Series 7 and 63 licenses within specified time.

Responsibilities

• Support in-person store activations and customer relations.
• Track sales and inventory data daily.
• Ensure compliance with FINRA and SEC guidelines.

Skills

Financial expertise

Sales management

Client engagement

Knowledge of trading strategies

Communication skills

Market awareness

Job description

A financial services company in New York City is seeking a motivated Financial Customer Experience Associate. This role involves managing customer relations, driving sales, and ensuring compliance with FINRA and SEC regulations. The ideal candidate has a strong background in finance and will thrive in a high-energy environment. The expected salary range is $50,000 - $70,000 with performance-based bonuses. Opportunities for growth and a dynamic work environment are offered.