Jobs · Finance · Texas

Trading Specialist

moomoo · Dallas, TX · 3 mo ago
Finance$70k–$80k/yrFull-time

About the role

Join our dynamic team at Moomoo as a Trading Specialist, where your passion for finance and technology can thrive. As a Trading Specialist, you'll play a crucial role in enhancing our customers' trading experience and building long-lasting relationships. Your work will focus on equities trading, options trading, margin investing, and related issues experienced by our fast-growth presence in the marketplace.

This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter.

Responsibilities

  • 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
  • Ability to handle complex trading inquiries, derivatives, and investment strategies, offering expert support
  • 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

Qualifications

  • Not specified

Skills

  • Not specified

Benefits

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

Pay

The 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 - $80,000. This role is also eligible to participate in our discretionary bonus plan.

Schedule

Not specified

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