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moomoo · 23 hours ago

Financial Customer Experience Associate - Licensed

New York, NY

Full-time

Onsite

Mid Level

$55K/yr - $100K/yr

3+ years exp

Futu US Inc. is a leading financial services provider that operates multiple SEC registered broker-dealers and a cryptocurrency brokerage. The Financial Customer Experience Associate will drive sales, build customer relationships, and provide licensed investment guidance while overseeing store operations and ensuring compliance with regulations.

Financial ServicesFinTech

Responsibilities

Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients

Assist customers with account openings, deposits, and account modifications on-site

Manage and plan sales promotions and marketing campaigns for the Brand Store

Provide exceptional client support by answering incoming questions about moomoo products and services

Track and report merchandise inventory, sales, and customer conversion data at each event

Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts

Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers

Oversee day-to-day Brand Store sales and operational workflows

Ensure all marketing and sales activities comply with FINRA and SEC guidelines

Qualification

Series 7 licenseSales experienceCustomer service experienceFINRA compliance knowledgeU.S. stock market knowledgeLeadership skillsCustomer engagement skillsEvent managementCommunication skills

Required

Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment

3+ years of experience in sales and/or customer service within a financial services company

In-depth knowledge of FINRA and SEC marketing guidelines

Deep understanding of trading products, services, and the U.S. stock market

Excellent leadership, communication, and customer engagement skills

Ability to work evenings, weekends, and game days as required

Preferred

Strong personal trading experience

Benefits

Competitive salary and performance-based bonuses

Comprehensive benefits package, including health, dental, and retirement plans

Opportunities for professional growth and development

A dynamic and collaborative work environment

Company

moomoo

Moomoo is a free-commission online trading platform. With moomoo, you can trade stocks, options, and ETFs without paying any commissions. It is a sub-organization of Futu Holdings.

Founded in 2018

Palo Alto, California, USA

1001-5000 employees