Premier Client Service Specialist

moomoo • Dallas, TX

21h

About The Position

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.

Requirements

• FINRA Series 7 & 63 licensed.
• Bilingual (Chinese & English)
• 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar).
• Exceptional communication and relationship-building skills, with a proven ability to manage high-touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels.
• Strong platform expertise and working knowledge of brokerage operations, trading products, and complex account procedures.
• Proven experience in handling and serving corporate accounts.
• Proactive problem-solver with a demonstrated ability to identify client needs, de-escalate concerns, and present effective solutions.
• Collaborative mindset with the ability to work effectively across Service, Marketing, and Compliance teams.

Nice To Haves

• Experience in developing and implementing client retention strategies.
• Background in compliance or a strong understanding of regulatory frameworks governing client communications.
• Demonstrated ability to build deep client relationships, identify growth opportunities, and drive long-term loyalty.
• Skilled in trading products and delivering platform demonstrations.
• Contributed to projects focused on enhancing operational processes and client support.

Responsibilities

• 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.
• Engage in goal-oriented conversations with customers to better understand their needs and guide them toward the products and services that best support their financial goals.

Benefits

• Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents
• 401k Employer Contribution: We match your contributions to help you grow your retirement savings
• Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy
• Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work
• Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees