Brand Store Financial Customer Experience Associate

About the role

We are looking for a highly motivated and outgoing Financial Customer Experience Associate to support moomoo's in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will drive client acquisition, support store activations, and ensure compliance with FINRA and SEC regulations. This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market.

Requirements

• Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients
• Sales & Promotions Management - Support the on-site sales and promotion efforts
• Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services
• Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data each day
• Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers
• Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines

Qualifications

• Must have or be willing to get SIE upon being hired. FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire.
• Must have knowledge of options and trading strategies
• 1+ years of experience in sales and/or customer service within a financial services company
• Strong personal trading experience (preferred)
• In-depth knowledge of FINRA and SEC marketing guidelines
• Deep understanding of trading products, services, and the U.S. stock market
• Excellent leadership, communication, and customer engagement skills
• Ability to work evenings, weekends, and holidays as required