Job description
About the Role: Customer Service Trainee
We are currently seeking a Customer Service Trainee who is passionate about finance and technology to join our Service Center Team. In this role, you need to understand clients’ pain points and you will be responsible for providing exceptional customer service. Also, you need to support our back office and middle office team to ensure operation efficiency. This role is a precondition for becoming a registered representative and you will be required to obtain your FINRA Series 7 and 63 Licenses.
Responsibilities
- Communicate with customers using email, phone, and chat.
- Solve customer issues efficiently and effectively with kindness.
- Act as the voice of the customer by identifying and communicating customer pain points or opportunities to the product team.
- Assist other registered representatives in their roles as needed.
- Contribute to the implementation of the compliance program.
Qualification
- You will be required to obtain your FINRA Series 7 and 63 Licenses within 6 months of start date.
- Experience in a support/service role for a financial services company
- Strong written and verbal communication skills
- Ability to provide exceptional live service, both in‐office and remote
- Familiarity with financial services and the stock market
- Ability to think critically and apply logical problem‐solving skills to isolate and resolve issues
- Attention to detail and strong analytical skills
- Must be able to act independently and be self‐motivated
- The ability to quickly defuse customer anxiety through exceptional customer service skills
- Bachelor’s Degree from an accredited institution
Bonus points
- Ability to resolve complex financial topics
- Instinct to Problem‐Solve
- Strong Critical Thinking and Analytical Skills (e.g., pattern recognition)
- The ability to concisely and accurately communicate complex topics
About Moomoo app
Moomoo app is a one-stop investment app that integrates professional trading data, global financial news, real-time market data and trading community. Moomoo is developed for the proactive investors, who want to better control their own financial future and demand a trading tool that gives them better data, better tools and better performance.
About Moomoo Financial Inc.
Moomoo Financial Inc.("MFI" or "moomoo US") is an online broker-dealer registered with and regulated by FINRA (the "Financial Industry Regulatory Authority") and a member of the SIPC (the "Securities Investor Protection Corporation").
Founded in 2018 in Palo Alto, California, MFI is a next-generation broker-dealer offering an enhanced trading experience. The company offers commission-free trading and combines technology with on-the-go investing.
About Futu
Futu Holdings Limited (NASDAQ: FUTU) (“Futu” or the “Company”) is an advanced technology company transforming the investing experience by offering a fully digitized brokerage and wealth management platform. Futu Clearing Inc., Moomoo Financial Inc., and Moomoo Crypto Inc. are indirect wholly owned subsidiaries of Futu Holdings Limited (Nasdaq:FUTU).
Benefits
- Paid Medical Benefits
- 401k Employer Contribution
- Unlimited PTO
- Paid Holidays
Base Salary Range
$60,000 to $65,000 annually
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