Trading Specialist
Futu Holdings Limited · Dallas, TX · 2 wk ago
On-siteCustomer Service$70k–$80k/yrFull-time
About the role
Office Location: Dallas, TX
What You'll Do
- Communicate with customers using email, phone, and chat, providing efficient and effective solutions with kindness
- 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 Licenses required
- Mandarin Chinese fluency is required
- Strong understanding of trading strategies and investment products
- Experience with crypto products a plus
- Excellent communication and interpersonal skills, enabling you to effectively engage with high-net-worth clients and build strong relationships
- Proactive, detail-oriented, and results-driven with a strong commitment to delivering exceptional service
- Bachelor's Degree in Finance, Economics, or a related field; advanced degrees or certifications (e.g., CFA) are highly desirable. A minimum of 3-5 years of experience in a similar role or a combination of education and relevant experience
- Bonus points if you have experience in executing and managing trades across different asset classes and are knowledgeable about regulatory compliance requirements
Benefits
- Comprehensive Paid Medical Benefits
- 401k Employer Contribution
- Generous Paid Time Off & Paid Holidays
- Opportunities for Professional Growth & Development
- Performance Based Bonuses
Pay
The expected salary range for this role is $70,000 - $80,000. This role is also eligible to participate in our discretionary bonus plan.