Premier Client Service Specialist

About the role

Moomoo Financial Inc. is seeking a Premier Client Service Specialist to manage relationships with high-net-worth clients. This role requires a combination of private banking/wealth management experience, sales/trading expertise, and strong client service skills.

Responsibilities

• Manage the full lifecycle of HNW client relationships, proactively engaging with clients to understand their core investment objectives in U.S. and Hong Kong equities.
• Drive client retention and asset growth by identifying at-risk clients, understanding the root cause of their concerns, and presenting tailored solutions to preserve and expand the relationship.
• Engage in goal-oriented conversations to uncover client needs and guide them toward the platform's products and services that best support their financial goals.
• Proactively monitor client accounts and activity levels; identify signs of dissatisfaction or potential attrition and initiate outreach to address concerns.
• Closely monitor global capital markets and synthesize news, research reports, and market data into clear, actionable investment viewpoints to facilitate high-value conversations with sophisticated clients.
• Supply clients with timely market information and platform tools on demand, supporting them in achieving their trading goals.
• Use your understanding of client portfolios and risk appetite to tailor market discussions to individual client needs.
• Serve as a subject matter expert on trading products, including equities, options, and margin, to support complex client inquiries and identify opportunities to deepen client relationships.
• Develop deep, hands-on proficiency in the Moomoo platform's features, tools, and trading capabilities.
• Proactively train clients on platform functionality, demonstrating how to use advanced tools to improve their trading efficiency and decision-making.
• Stay current on product updates and new features; communicate relevant enhancements to clients and encourage adoption.
• Guide clients through the end-to-end process of account opening, large fund deposits, and stock access, ensuring a frictionless and premium onboarding experience.
• Act as the internal voice of the client, providing feedback to Product, Trading, and Compliance teams to continuously enhance the HNW service experience and platform capabilities.
• Act as the internal product advocate, relaying client feedback and usage patterns to Product and Engineering teams to shape future development.
• Build deep, long-term relationships with clients through regular check-ins, personalized communication, and a genuine interest in their financial goals.
• Orchestrate and participate in exclusive events for HNW clients, such as listed company site visits, investment salons, and meetings with top-tier financial institutions, to foster a high-value community and reinforce brand loyalty.
• Support and coordinate with Marketing and Events teams to develop programming that resonates with the HNW client base.
• Provide tailored service support to HNW clients referred through Marketing team initiatives, focusing on post-engagement follow-up for onboarding and relationship building.
• May offer limited, supplementary support at select Marketing events for HNW clients, focusing solely on addressing general service, platform, or procedural questions in a one-on-one capacity.
• Represent Moomoo at high-level client engagements and roadshows, building strong professional networks and generating leads to drive new business development.
• Build and expand professional networks through client engagements, identifying opportunities to introduce the firm's platform and services to prospective clients in a manner consistent with applicable regulatory standards.
• Serve as the primary point of contact for a portfolio of HNW clients, handling inquiries related to account management, trading, funding, and platform issues with urgency and professionalism.
• Own client issues from start to finish, coordinating with internal teams (Operations, Compliance, Trading) to ensure timely resolution.
• Provide white-glove support across all client touchpoints, ensuring a seamless and superior service experience.

Requirements

• Licensing: Series 7 & 63 required.
• Experience: 3+ years in financial services, with a background in private banking, wealth management, sales and trading. Experience working directly with high-net-worth or institutional clients is essential.
• Product Knowledge: Demonstrated ability to quickly learn and teach technology platforms; experience with trading platforms or brokerage systems is a strong plus.
• Commercial Acumen: Demonstrated ability to identify business opportunities, deepen client relationships, and drive asset growth through a client-centric, consultative approach.
• Market Knowledge: Solid understanding of equity and options markets, with the ability to follow market developments and communicate them clearly to clients.
• Service Orientation: Proven track record of delivering exceptional client service, managing complex client requests, and resolving issues effectively.
• Communication Skills: Strong verbal and written communication skills, with the ability to build rapport and credibility with sophisticated clients.

Qualifications

• Preferred Qualifications:
• Experience in a front-office client-facing role at a private bank, brokerage, or investment firm.
• Background in equities trading, sales, or investment advisory.
• Familiarity with U.S. and Hong Kong market structures and trading conventions.
• Experience working with corporate accounts or multi-entity structures.
• Track record of contributing to client retention or revenue growth initiatives.

Benefits

Comprehensive Paid Medical Benefits, 401k Employer Contribution, Generous Paid Time Off & Paid Holidays, Opportunities for Professional Growth & Development, Performance Based Bonuses.

Pay

Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $70,000 - $120,000. This role is also eligible to participate in our discretionary bonus plan.

Schedule

The role is full-time.