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Futu Holdings Limited · 23 hours ago

Brand Store Financial Customer Experience Associate

New York, NY

Full-time

Onsite

Entry Level

$50K/yr - $70K/yr

1+ years exp

Futu US Inc. is a leading financial services company that innovates the investing landscape through a digitized brokerage and wealth management platform. They are seeking a Financial Customer Experience Associate to support in-person activations, drive sales, build customer relationships, and ensure compliance with financial regulations.

FinanceFinancial ServicesFinTechOnline AuctionsTrading Platform

Responsibilities

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

Sales & Promotions Management - Support the on-site sales and promotion efforts

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

Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data each day

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

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

Qualification

FINRA Series 7FINRA Series 63Financial Market AwarenessSales ExperienceCustomer Service ExperienceOptionsTrading StrategiesCustomer Engagement SkillsLeadership SkillsCommunication Skills

Required

Must have or be willing to get SIE upon being hired. FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire

Must have knowledge of options and trading strategies

1+ 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 holidays as required