Trading Associate

About the role

Moomoo Financial Inc. is a comprehensive brokerage platform that empowers proactive investors to take control of their financial future with ease and confidence. We integrate professional trading data, global financial news, a trading community, and an innovative web platform to provide users with better data, tools, and performance.

Responsibilities

• Communicate with customers using email, phone, and chat, providing efficient and effective solutions with kindness
• Professionally and efficiently resolve customer complaints, issues, and disputes, handling escalated complex cases when necessary
• Act as the voice of the customer by identifying and communicating customer pain points or opportunities to the product team
• Develop deep subject mastery and offer personalized support on complex trading strategies, derivatives, and investment opportunities
• Pursue additional licenses to broaden your professional expertise and contribute to the growth of our business
• Proactively develop and maintain strong relationships with high-net-worth customers, acting as their primary point of contact for trading-related inquiries
• Collaborate with internal teams to optimize trading operations and enhance the overall customer experience

Requirements

• FINRA Series 7 and 63 required
• Bilingual English/Chinese proficiency preferred
• Bachelor's degree or higher in Finance, Economics or related field
• Preferred. Exemplary professionalism with meticulous attention to detail, patience, and empathy
• Strong crisis management and decision-making skills
• Excellent cross-departmental communication and coordination abilities
• Capable of working under high-pressure conditions
• 1+ years of relevant experience in the financial industry preferred
• Experience executing and managing trades across different asset classes preferred
• Knowledge of regulatory compliance requirements preferred

Qualifications

• The ideal candidate will demonstrate accountability by taking ownership of their actions, behaviors, performance, and decisions—including punctuality and attendance—while responsibly managing leave in accordance with their agreed entitlement

Skills

• Communication skills
• Customer service skills
• Problem-solving skills
• Financial analysis skills
• Regulatory compliance knowledge

Benefits

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

Pay

$50,000 - $70,000

Schedule

Primary aligning with U.S. market hours