# Client Relations Specialist (US Market)

> moomoo · Kuala Lumpur, Malaysia · Full-time · Posted 2026-06-19

**Salary:** unknown currency 60,000–84,000

**Workplace:** on_site

## Description

Moomoo is a comprehensive brokerage platform that empowers proactive investors to take control of their financial future with ease and confidence. We integrate professional trading data, global financial news, a trading community, and an innovative web platform to provide users with better data, tools, and performance.

Join our dynamic team at Moomoo as a Client Relations Specialist, where your passion for finance and technology can thrive.

**1\. Premier Client Service & Relationship Management (Primary Focus)**

-   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 account funding, and stock transfers.
-   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.

**2\. Client Retention & Strategic Support**

-   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.

## Requirements

-   Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines.

-   Additional qualifications in financial planning or investment analysis are advantageous.
-   Solid experience in outbound telesales, client relations or a similar role within the stockbroking/finance services company or outbound call center in related industries (fintech, stock brokerage, financial or investment products) is preferred.
-   Candidates must have at least 1–3 years of relevant experience in a related field.
-   Exposure and possessing of product knowledge on capital market, US stock market and investment related field will be an advantage.
-   Must have US financial licenses (SIE, S7 and S63) or the willingness to licenses as part of probation requirements.
-   Language proficiency in English and Mandarin (reading and spoken) is a must.
-   Excellent communication, negotiation, and interpersonal skills.
-   Computer literacy skills.
-   Independent, self-motivated, and quick learning team player with strong result-driven skills.
-   Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment.

## Benefits

We offer a comprehensive and holistic work experience and package as follows:

-   **13-Month Salary** (Contractual Bonus)
-   **Monthly salary package consists of basic salary + commission + shift allowance (if applicable).**
-   **Convenient Access to Public Transport**
-   **FINRA SIE Exam Sponsorship** (during probation period)
-   **Career Development Opportunities in the Financial Services Industry**
-   **Company Team Building & Bonding Activities**
-   **Free-Flow Pantry Snacks & Drinks**
-   **Dynamic, Multinational Working Environment**

Please note that only short-listed candidates will be contacted. Thank you.

## Apply

[Apply at moomoo](https://apply.workable.com/moomoo/j/020BDD04E6/apply)

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