Premier Client Service Specialist

Futu Securities-posted about 2 months ago

Full-time • Mid Level

Jersey City, NJ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients. The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint.

Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management.
Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts.
Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty.
Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels.
Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets.
Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship.
Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment.
Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience.
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.
Partner with Marketing by sharing high-level, anonymized insights on premier client needs and feedback to help inform client engagement strategies.

Proven experience in client service or relationship management, preferably in the financial services industry.
Strong understanding of equities, options, margin, and account management processes.
Excellent communication and interpersonal skills, with a focus on building long-term client relationships.
Proactive and consultative approach to client service, with the ability to identify and address client needs effectively.
Ability to analyze client feedback and advocate for service improvements.

Experience working with high-net-worth clients or in a premier client service role.
Familiarity with financial products and services offered by broker-dealers.
Experience in a fast-paced, high-pressure environment.

Competitive salary and performance-based bonuses.
Comprehensive health, dental, and vision insurance.
401(k) plan with company matching contributions.
Generous paid time off and holiday schedule.
Opportunities for professional development and career advancement.

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