Moomoo

Moomoo

Premier Client Service Specialist

Dallas, Texas, United States

Sponsorship not specified$70k-$120kDetected 28 days ago
ExpressSparkAccount ManagementResearchCommunicationCollaborationPublic Speaking

About the role

  • Here's a closer look at our key entities: Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally.
  • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise.

Responsibilities

  • Commercial Acumen: Demonstrated ability to identify business opportunities, deepen client relationships, and drive asset growth through a client-centric, consultative approach.
  • Disclaimer: The above information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification.

Requirements

  • Series 7 & 63 required.
  • It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
  • If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI's Internet Crime Complaint Center.
  • Licensing: Series 7 & 63 required.

Nice to have

  • 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.
  • Demonstrated ability to quickly learn and teach technology platforms
  • experience with trading platforms or brokerage systems is a strong plus.
  • Product Knowledge: Demonstrated ability to quickly learn and teach technology platforms

Skills

  • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally.
  • Note that this entity is not a licensed broker-dealer.

Compensation

  • The expected salary range for this role is $70,000 - $120,000.

Benefits

  • This role is also eligible to participate in our discretionary bonus plan.
  • Solid understanding of equity and options markets, with the ability to follow market developments and communicate them clearly to clients.
  • We prioritize your health with a robust medical benefits plan that covers you and your dependents 401k

Company info

  • Moomoo Financial Inc. is seeking a client-focused professional to manage relationships with our high-net-worth clientele.
  • This role sits at the intersection of product expertise, market knowledge, and premium service-you will help clients discover and love what our platform can do, engage them in meaningful conversations about the markets, and provide white-glove support to resolve their challenges.
  • We are looking for candidates with a strong background in private banking or wealth management, combined with experience in sales and trading.
  • You possess a commercial mindset with the ability to identify client needs, uncover growth opportunities, and deepen relationships in a way that drives measurable business outcomes.
  • You understand how sophisticated investors think, what drives their trading decisions, and how to build lasting relationships through trust, credibility, and responsiveness.

This listing is sourced directly from Moomoo's careers page and normalized into a canonical job model.