# Institutional Account Services Specialist

> moomoo · Singapore, Singapore · Full-time · Posted 2026-09-23

**Workplace:** on_site

## Description

Moomoo is more than just a global investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest. Since our founding in 2018, we've rapidly expanded across Singapore, Australia, Japan, Canada, and Malaysia, now empowering over **28 million users worldwide**.

In Singapore, Moomoo Financial Singapore Pte. Ltd. is licensed and regulated by the Monetary Authority of Singapore (Licence No. CMS101000). In 2022, we became the **first digital brokerage** to earn all five SGX Group memberships across the securities and derivatives markets—a testament to our dedication to excellence and innovation.

But what truly sets us apart is our mission: to **democratise investing** and make smart, data-driven financial decisions accessible to everyone. We’re here to **level the playing field**—bringing powerful tools, real-time insights, and intuitive technology to empower investors at every stage of their journey.

Joining Moomoo means being part of a purpose-driven team that’s not only reshaping the future of investing—but also **making wealth-building inclusive, informed, and inspiring**. If you're excited about driving impact at the intersection of finance and technology, there's never been a better time to join us.

**Institutional Account Services Specialist**

The Institutional Account Services Associateis responsible for overseeing the day-to-day servicing and administration of client accounts, ensuring a high standard of client experience, operational accuracy, and regulatory compliance. The role works closely with clients, relationship managers, trading teams, onboarding, compliance, finance and operations to ensure account-related requests and transactions are handled efficiently and accurately.

**Responsibilities**

**1.       Client Onboarding & Account Management**

-   Manage the end-to-end servicing of client brokerage accounts, including account opening, maintenance, amendments, transfers, and closures.
-   Serve as a primary point of contact for account-related enquiries and service requests.
-   Coordinate client onboarding and ensure all required documentation is complete and properly maintained.
-   Handle client requests relating to account information, statements, confirmations, fees, settlements, and account administration.
-   Build strong working relationships with clients and internal stakeholders.
-   Resolve client issues promptly and escalate complex matters where appropriate.

**2.       Account Lifecycle Management**

-   Ensure account servicing activities comply with applicable regulatory requirements, internal policies, and procedures.
-   Support KYC/AML, client due diligence, periodic reviews and account documentation requirements.
-   Identify and escalate potential operational, compliance or client risks.
-   Maintain appropriate records and documentation for audit and regulatory purposes.
-   Work closely with Compliance and Onboarding teams on account-related reviews and remediation.
-   Assist with source of wealth write up of clients where applicable

**3\. Process Management**

-   Establish service standards and monitor turnaround times and quality.
-   Identify opportunities to improve workflows, controls and client service processes.
-   Develop and maintain standard operating procedures and process documentation.
-   Provide management with regular reporting on account volumes, service levels, outstanding issues, and operational risks.

**Requirements**

-   Bachelor’s degree in Finance, Business, Economics, Accounting, or a related discipline.
-   **5+ years of relevant experience** in brokerage operations, securities, wealth management, investment banking, or financial services.
-   Strong understanding of brokerage account lifecycle and securities operations.
-   Familiarity with KYC/AML requirements and financial-services regulatory frameworks.
-   Excellent attention to detail and ability to manage multiple priorities.
-   Strong analytical, problem-solving, and organisational skills.
-   Excellent written and verbal communication skills. (Mandarin proficiency will be a plus)

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

## Benefits

**Working at Moomoo, you will get**

-   Be a part of the world’s leading digital brokerage firm where growth and career development opportunities are endless.
-   Enjoy a competitive total compensation package that truly values your skills and contributions.
-   Comprehensive insurance coverage for employees and dependents to provide you a peace of mind
-   Fun loving and diverse work environment that hosts various team-bonding programs and company events
-   Business casual work attire everyday
-   **And Much More!**: Discover even more perks and benefits as we take you through the hiring process!

## Apply

[Apply at moomoo](https://apply.workable.com/moomoo/j/2075490886/apply)

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