moomoo
moomoo

Client Success Specialist (Malaysia Market)

TLDR

Support onboarding and ongoing client success for a global trading platform, delivering multi-channel help and product adoption in a fast-paced financial services environment.

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 Success Specialist, where your passion for finance and technology can thrive.

Job Description

  • Respond to customer/client inquiries and provide support via phone, email, and live chat.
  • Guide new customers through onboarding, ensuring clear understanding of platform features and usage.
  • Assist clients with account opening and verification processes, providing accurate and timely support.
  • Support clients in completing account funding processes through clear guidance and information.
  • Encourage effective use of platform features in alignment with client needs and ongoing campaigns.
  • Identify client needs during interactions and guide them toward appropriate platform functionalities (non-advisory).
  • Provide support on trading platform tools and features, addressing technical or operational issues.
  • Resolve customer concerns promptly and escalate complex cases when necessary.
  • Maintain accurate records of customer interactions, feedback, and follow-ups.
  • Contribute to internal knowledge bases, process improvements, and training materials.
  • Perform ad-hoc duties as assigned.

Requirements

  • Degree or above in the relevant qualifications. Diploma in Business, Economics and Financial- related courses are welcome to apply.
  • Proven working experience in the related field is preferred, especially in the call center, sales support, technical support, online trading and/or stockbroking industry. Fresh graduates are welcome to apply.
  • Familiarity with online trading platforms, stock exchanges, capital/financial markets, trading regulations and investment products are advantageous.
  • Computer literacy is preferred.
  • Language proficiency in English and Malay, while Chinese/Mandarin is advantageous.
  • Professionalism, independent, meticulous, patient, empathy, strong problem-solving and decision-making abilities, excellent communication and interpersonal skills with certain level of customer service knowledge and belief.
  • Excellent team player and high working efficiency. Able to work under pressure and to manage multiple customer/client inquiries simultaneously and in a timely manner.
  • Able to work according to the assigned shifts, which include evening shifts, night shifts and weekend shifts. Shift allowance shall be provided for evening and night shifts respectively
  • Bumiputera candidates are encouraged to apply.

Benefits

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

  • Competitive compensation & benefits.
  • Monthly salary package consists of basic salary + commission + shift allowance (if applicable)
  • Convenient Access to Public Transport
  • FINRA SIE Exam Sponsorship
  • 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.

Benefits

Pantry snacks and drinks

Free-Flow Pantry Snacks & Drinks

Shift allowance for evening and night shifts

Shift allowance shall be provided for evening and night shifts respectively

Remote-Friendly

Convenient Access to Public Transport

FINRA SIE exam sponsorship

Moomoo is an online trading platform that empowers users with commission-free stock and options trading, along with a suite of trading tools and educational resources. Aimed at a global audience, it fosters a collaborative financial community where over 26 million users share insights and enhance their investing journey.

Founded
Founded 2018
Employees
51-200 employees
Industry
financial services
View company profile
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