1,570 Customer Service Departments jobs in Malaysia
Client Relations Specialist
Posted 2 days ago
Job Viewed
Job Description
PU Prime Federal Territory of Kuala Lumpur, Malaysia
Client Relations SpecialistLocation: Kuala Lumpur, Malaysia
As a Senior Client Relationship Specialist, you shall be part of this anchor team to grow businesses, retaining and growing profitable revenues with a portfolio of our prestige clients. You are someone who believes that your high level of service standard and your passion in providing professional product knowledge to our clients will foster a best-in-class client experience within our Fintech brand. Your key responsibilities will include the following but not limited to:
Responsibilities- Taking the initiative to reach out to our group of leads/clients daily, to enhance our client’s satisfaction level and build lasting clients’ relationship.
- Develop creative strategies to bring in new clients as well as to retain existing clients.
- Providing best in class experience to both existing and new clients on their on-boarding journey, advising product related solutions and follow-up with clients diligently.
- Reviewing clients’ investment portfolios and risk profiles regularly.
- Ensure all enquiry through various sources are being attended to promptly.
- Understand clients’ requirements and expectations & convey accurate information/solutions in an efficient & effective manner.
- Updating clients on our product management changes as well as market trends or events.
- Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure all leads & clients are attended to.
- Always ready to provide customers’ feedback, your suggested solutions or recommendations to the Client Relationship Manager and other stakeholders within the company.
- Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or Team Leader.
- Good knowledge of how CFD products (i.e.: Foreign-Exchange Currencies, Indices, Bonds, Metals, Commodities, Shares, ETFs, and Cryptocurrencies) work. Candidates with prior investing or trading experience would be an added advantage.
- Preferably has 1-2 working years within the securities or FX industry;
- At least 2 years of client relationship management experience, preferably 1 year working in a financial product trading or financial brokerage environment;
- A minimum of diploma or above;
- Strong team member & an excellent communicator;
- The drive to work in a fast-paced and dynamic global fintech company;
- The ability to communicate well via various communication channels. Proficient in two or more languages besides English will be preferred. (French/Italian/Spanish/Arabic)
- Possess characteristic traits such as patience, team player, initiative, resourcefulness, perseverance, adaptability, playing above the line, no lay blame, unlearn & relearn.
Client Relations Officer
Posted 24 days ago
Job Viewed
Job Description
• Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.
• Initiate and lead interactions with potential clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.
2. Sales & Business Development• Implement strategies to increase sales by identifying opportunities within the existing client base and developing plans to attract new clients.
• Collaborate with cross-functional teams in achieving KPI and revenue targets through client referrals and upselling of services.
3. Product and Service Customization• Gather feedback from clients and analyze market trends to identify opportunities for new products or improvements to existing services.
• Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the Malaysian stock market.
4. Market Analysis and Industry Knowledge• Stay updated on the latest market trends, financial regulations, and stock market developments in the respective region(s).
• Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.
5. Reporting and Documentation• Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.
6. Any Ad-hoc Duties as Assigned• Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines. Additional qualifications in financial planning or investment analysis are advantageous.
• Solid experience in outbound sales, client relations, or a similar role within the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply.
• Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage.
• 5 working days per week.
• Language proficiency in English & Chinese.
• Excellent communication, negotiation, and interpersonal skills. Good computer literacy skills.
• Independent, self-motivated, and quick learning team player with strong result-driven skills. Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment. Passion and constantly seek improvement in work.
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).
• Fun loving and diverse work environment.
• Business casual work attire every day.
Please note that only short-listed candidates will be contacted. Thank you.
#J-18808-LjbffrClient Relations Specialist
Posted 3 days ago
Job Viewed
Job Description
Location: Kuala Lumpur, Malaysia As a Senior Client Relationship Specialist, you shall be part of this anchor team to grow businesses, retaining and growing profitable revenues with a portfolio of our prestige clients. You are someone who believes that your high level of service standard and your passion in providing professional product knowledge to our clients will foster a best-in-class client experience within our Fintech brand. Your key responsibilities will include the following but not limited to: Responsibilities
Taking the initiative to reach out to our group of leads/clients daily, to enhance our client’s satisfaction level and build lasting clients’ relationship. Develop creative strategies to bring in new clients as well as to retain existing clients. Providing best in class experience to both existing and new clients on their on-boarding journey, advising product related solutions and follow-up with clients diligently. Reviewing clients’ investment portfolios and risk profiles regularly. Ensure all enquiry through various sources are being attended to promptly. Understand clients’ requirements and expectations & convey accurate information/solutions in an efficient & effective manner. Updating clients on our product management changes as well as market trends or events. Maintain and update the Client Relationship Management (CRM) tools regularly, to ensure
all
leads & clients are attended to. Always ready to provide customers’ feedback, your suggested solutions or recommendations to the Client Relationship Manager and other stakeholders within the company. Achieve monthly targets or complete any assigned tasks by the Client Relationship Manager or Team Leader. Qualifications
Good knowledge of how CFD products (i.e.: Foreign-Exchange Currencies, Indices, Bonds, Metals, Commodities, Shares, ETFs, and Cryptocurrencies) work. Candidates with prior investing or trading experience would be an added advantage. Preferably has 1-2 working years within the securities or FX industry; At least 2 years of client relationship management experience, preferably 1 year working in a financial product trading or financial brokerage environment; A minimum of diploma or above; Strong team member & an excellent communicator; The drive to work in a fast-paced and dynamic global fintech company; The ability to communicate well via various communication channels. Proficient in two or more languages besides English will be preferred. (French/Italian/Spanish/Arabic) Possess characteristic traits such as patience, team player, initiative, resourcefulness, perseverance, adaptability, playing above the line, no lay blame, unlearn & relearn.
#J-18808-Ljbffr
Client Relations Officer
Posted 7 days ago
Job Viewed
Job Description
• Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support. • Initiate and lead interactions with potential clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives. 2. Sales & Business Development
• Implement strategies to increase sales by identifying opportunities within the existing client base and developing plans to attract new clients. • Collaborate with cross-functional teams in achieving KPI and revenue targets through client referrals and upselling of services. 3. Product and Service Customization
• Gather feedback from clients and analyze market trends to identify opportunities for new products or improvements to existing services. • Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the Malaysian stock market. 4. Market Analysis and Industry Knowledge
• Stay updated on the latest market trends, financial regulations, and stock market developments in the respective region(s). • Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals. 5. Reporting and Documentation
• Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback. 6. Any Ad-hoc Duties as Assigned
• Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines. Additional qualifications in financial planning or investment analysis are advantageous. • Solid experience in outbound sales, client relations, or a similar role within the stockbroking/finance services company or outbound call center is preferred. Fresh graduates are welcome to apply. • Exposure and possessing of product knowledge on capital market and investment-related field will be an advantage. • 5 working days per week. • Language proficiency in English & Chinese. • Excellent communication, negotiation, and interpersonal skills. Good computer literacy skills. • Independent, self-motivated, and quick learning team player with strong result-driven skills. Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment. Passion and constantly seek improvement in work. 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). • Fun loving and diverse work environment. • Business casual work attire every day. Please note that only short-listed candidates will be contacted. Thank you.
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Client Relations Specialist (Mandarin Speaker)
Posted 24 days ago
Job Viewed
Job Description
This job is for a Client Relations Specialist who speaks Mandarin and English. You might like this job because you'll help businesses grow through digital marketing while enjoying flexible work options and earning commissions for client success!
This position requires that the applicant be proficient in both English AND Mandarin.
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We are seeking an outgoing and insightful Client Relations Specialist to join our Client Relations Team (Malaysia). You'll be involved in our digital marketing agency brand, shakalakaa ( ), and our social media agency brand, Rice Social ( ). As a Client Relations Specialist, you will be empowered to advise potential clients on our range of services and demonstrate how we can enhance their business. You will engage with prospects, understand their needs, and effectively communicate the value of our digital marketing and social media solutions.
Job Overview
Department: Client Relations Team (Malaysia)
Job Type: Full-time (Minimum 12 months employment period inclusive 3 months probation)
Job Mode: Hybrid (12 days monthly in office)
Working Days: Monday to Friday, excluding public holidays
Working Hours: 10:00 AM to 7:00 PM
Working Location (if required to be in office): Cheras Business Centre, Kuala Lumpur
Key Responsibilities
- Engage with potential clients to understand their business goals and challenges via various contact channels.
- Provide expert advice on the range of our digital marketing and social media services.
- Effectively communicate the value and benefits of our solutions to prospective clients.
- Build and maintain strong client relationships through regular communication and follow-ups.
- Coordinate with internal teams for scheduling calls or meet-up with potential clients.
- Collaborate with the Social Media Team to develop persuasive and customized client proposals, and to encourage conversions.
- Conduct market research to stay informed about industry trends and competitor offerings.
- Assist in the design and development of marketing materials and presentations for client meetings.
- Work closely with internal teams to ensure the successful onboarding of new clients.
- Track and report on client interactions, feedback, and conversion rates.
- Continuously update and expand knowledge of the company’s services as well as digital marketing and social media trends.
- Respond to client’s feedback, concerns, complaints, issues, or enquiries from various contact channels in a timely manner.
- Ensure complaints and issues from the client are well-resolved in a timely and efficient manner to ensure client’s satisfaction.
- Provide support and guidance to Client Relations Interns on their daily responsibilities.
- Work on real client projects, interacting with clients and contributing to the successful execution of digital marketing and social media campaigns.
- Valuable exposure to the world of digital marketing, learning about various strategies, tools, platforms and the latest marketing technologies.
- Connect with clients, industry professionals, and internal teams, expanding your professional network within the digital marketing space.
- Gain exposure to various industries through interactions with clients from different sectors, broadening your understanding of digital marketing across diverse businesses.
- Earn commission on successful client acquisitions or upselling, providing a direct financial incentive for your efforts in building and maintaining client relationships.
- Be recognized and rewarded for outstanding performance with milestone bonuses.
- Enjoy the flexibility of remote work for focused tasks and personal needs, while benefiting from in-office collaboration and team connection.
- Monthly transport and medical allowances.
- Paid, medical and birthday leaves entitlement.
- Benefit from opportunities for career growth, with the potential to move into senior or leadership roles.
- Fresh graduates or candidates with no relevant experience are welcomed. Hands-on working experience in customer service, sales and/or in the digital marketing and/or social media field is an added advantage.
- Keen understanding of the latest social media trends and emerging platforms.
- Knowledge, experience and skills on digital marketing and/or social media, specifically on Facebook, Instagram and TikTok ads are added advantages.
- Minimum SPM holder. Graduates in Advertising, Public Relations, Marketing, Business, Communications, or Social Science disciplines have an added advantage.
- Strong communication skills to collaborate with a cross-functional team.
- Able to consistently meet deadlines, multi-tasking and problem-solving with strong attention to detail.
- Able to work under pressure in a fast paced environment.
- Proficient in both spoken and written English AND Mandarin . Malay is an added advantage.
- Able to start work immediately or with short notice is preferable.
Customer Relationship Management
Customer Inquiries
Customer Support
Customer Service
Customer Retention
Customer Complaint Resolution
Client Onboarding
Company Benefits Hybrid WorkEnjoy the flexibility of remote work for focused tasks and personal needs, while benefiting from in-office collaboration and team connection.
Young and Friendly WorkplaceWelcome to our youthful and welcoming workplace, where smiles are contagious, creativity thrives, and friendships flourish!
Monthly Transport AllowanceEnjoy a monthly transport allowance - a valued perk for our employees, making your office commute easier and more affordable.
Recreational FacilitiesDive into work-life balance with our onsite swimming pool and gym! We care about your well-being, offering relaxation and fitness at your fingertips.
No Dress CodeDress freedom unlocked! Embrace comfort and individuality in our workplace with a liberating no dress code policy. Express yourself, your way!
Great Work RewardedExcel and be rewarded! We recognize top achievers, motivating and appreciating employees who go above and beyond.
Plixitt Solutions ("Plixitt") is a business entity registered in Malaysia with the business registration number -V). Plixitt owns the brands shakalakaa, Rice Social and Éternel.shakalakaa is a cutting-edge digital marketing agency committed to propelling businesses to new heights in the online landscape. We specialize in crafting tailored solutions that drive brand awareness, engage.
#J-18808-LjbffrClient Relations Specialist (Mandarin Speaker)
Posted 13 days ago
Job Viewed
Job Description
Fresh graduates or candidates with no relevant experience are welcomed. Hands-on working experience in customer service, sales and/or in the digital marketing and/or social media field is an added advantage. Keen understanding of the latest social media trends and emerging platforms. Knowledge, experience and skills on digital marketing and/or social media, specifically on Facebook, Instagram and TikTok ads are added advantages. Minimum SPM holder. Graduates in Advertising, Public Relations, Marketing, Business, Communications, or Social Science disciplines have an added advantage. Strong communication skills to collaborate with a cross-functional team. Able to consistently meet deadlines, multi-tasking and problem-solving with strong attention to detail. Able to work under pressure in a fast paced environment. Proficient in both spoken and written English AND Mandarin . Malay is an added advantage. Able to start work immediately or with short notice is preferable. Skills
Customer Relationship Management Customer Inquiries Customer Support Customer Service Customer Retention Customer Complaint Resolution Client Onboarding Company Benefits
Hybrid Work
Enjoy the flexibility of remote work for focused tasks and personal needs, while benefiting from in-office collaboration and team connection. Young and Friendly Workplace
Welcome to our youthful and welcoming workplace, where smiles are contagious, creativity thrives, and friendships flourish! Monthly Transport Allowance
Enjoy a monthly transport allowance - a valued perk for our employees, making your office commute easier and more affordable. Recreational Facilities
Dive into work-life balance with our onsite swimming pool and gym! We care about your well-being, offering relaxation and fitness at your fingertips. No Dress Code
Dress freedom unlocked! Embrace comfort and individuality in our workplace with a liberating no dress code policy. Express yourself, your way! Great Work Rewarded
Excel and be rewarded! We recognize top achievers, motivating and appreciating employees who go above and beyond. Plixitt Solutions ("Plixitt") is a business entity registered in Malaysia with the business registration number -V). Plixitt owns the brands shakalakaa, Rice Social and Éternel.shakalakaa is a cutting-edge digital marketing agency committed to propelling businesses to new heights in the online landscape. We specialize in crafting tailored solutions that drive brand awareness, engage.
#J-18808-Ljbffr
Client Relations Specialist (US Stock & Options Market)
Posted 1 day ago
Job Viewed
Job Description
Client Engagement and Relationship Management
- Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.
- Initiate and lead phone interactions with USA clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.
Sales & Business Development
- Implement strategies to increase sales on deposit, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels with inhouse CRM.
- Collaborate with cross-functional teams in achieving KPI and revenue targets through marketing campaigns.
Product and Service Customization
- Gather feedback from clients and analyze market trends to identify opportunities to promote new product features or improvements to existing services.
- Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the USA stock and options market, and occasionally other international stock markets like HK, China, Singapore.
Market Analysis and Industry Knowledge
- Stay updated on the latest market trends, financial regulations, and US stock market developments.
- Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.
Reporting and Documentation
- Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback
Any ad-hoc duties as assigned
- Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines.
- Additional qualifications in financial planning or investment analysis are advantageous.
- Solid experience in outbound telesales, client relations or a similar role within the stockbroking/finance services company or outbound call center in related industries (fintech, stock brokerage, real estate, credit card, insurance, financial or investment products) is preferred. Fresh graduates are welcome to apply.
- Exposure and possessing of product knowledge on capital market, US stock market and investment related field will be an advantage.
- Must have US financial licenses (SIE, S7 and S63) or the willingness to take these financial licenses before starting work to educate clients on option trading business.
- 5 working days per week, while additional night shift (5am-12pm) following US timezone during weekends and PH on rotational basis.
- Language proficiency in English and Chinese is a must. Mastering Cantonese conversational skills would be an advantage.
- Excellent communication, negotiation, and interpersonal skills.
- Computer literacy skills.
- Independent, self-motivated, and quick learning team player with strong result-driven skills.
- Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment.
- Able to work on weekends occasionally and constantly seek improvement in work to hit KPI target.
- 13-Month Salary (Contractual Bonus)
- Monthly salary package consists of basic salary + commission + shift allowance (if applicable).
- Convenient Access to Public Transport
- FINRA SIE Exam Sponsorship (during probation period)
- Career Development Opportunities in the Financial Services Industry
- Company Team Building & Bonding Activities
- Free-Flow Pantry Snacks & Drinks
- Dynamic, Multinational Working Environment
About Moomoo Financial Inc.
Moomoo Financial Inc. (MFI), also known as 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"). As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing.
About Futu
Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
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Client Relations Specialist (US Stock & Options Market)
Posted 2 days ago
Job Viewed
Job Description
Client Relations Specialist (US Stock & Options Market) – Kuala Lumpur, Malaysia
Moomoo MY Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Overview
The Client Relations Specialist will engage with clients primarily in the USA stock and options market, supporting relationship management, sales development, product customization, market analysis, and reporting activities. The role requires collaborative work with internal teams to meet KPI targets and deliver tailored financial services solutions.
Responsibilities- Client Engagement and Relationship Management: Build and nurture relationships with existing clients, foster trust and loyalty through regular communication and meetings, and provide personalized support.
- Initiate and lead phone interactions with USA clients to introduce services, assess needs, and tailor solutions to their investment objectives.
- Sales & Business Development: Implement strategies to increase sales on deposits, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels.
- Collaborate with cross-functional teams to achieve KPI and revenue targets through marketing campaigns.
- Product and Service Customization: Gather client feedback and analyze market trends to identify opportunities to promote new features or improvements; work with product development to design tailored solutions for USA stock and options markets, and occasionally other markets (HK, China, Singapore).
- Market Analysis and Industry Knowledge: Stay updated on market trends, financial regulations, and US stock market developments; provide informed advice to help clients make well-informed investment decisions.
- Reporting and Documentation: Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback.
- Ad-hoc duties as assigned.
- Bachelor's degree or higher in Business Management/Administration, Finance, Economics or related disciplines.
- Additional qualifications in financial planning or investment analysis are advantageous.
- Solid experience in outbound telesales, client relations, or a similar role within the stockbroking/finance services sector or related industries; fresh graduates are welcome to apply.
- Exposure to and knowledge of capital markets and the US stock market is advantageous.
- Must have US financial licenses (SIE, Series 7, and Series 63) or willingness to obtain them before starting to educate clients on option trading.
- 5 working days per week, with additional night shifts (5am–12pm) following US time zones during weekends and public holidays on a rotational basis.
- Language proficiency in English and Chinese; Cantonese conversational skills are a plus.
- Excellent communication, negotiation, and interpersonal skills.
- Computer literacy; independent, self-motivated, quick learner, and strong team orientation with result-driven focus.
- Ability to work under pressure in a dynamic, fast-paced environment; willingness to work on weekends occasionally and strive to hit KPI targets.
- 13-Month Salary (Contractual Bonus)
- Monthly salary package includes basic salary + commission + shift allowance (if applicable).
- Convenient access to public transport
- FINRA SIE Exam Sponsorship (during probation period)
- Career development opportunities in the financial services industry
- Company team building & bonding activities
- Free-flow pantry snacks & drinks
- Dynamic, multinational working environment
Moomoo Financial Inc. (MFI), also known as moomoo US, is an online broker-dealer registered with and regulated by FINRA and a member of the SIPC. As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing.
About FutuFutu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services.
DisclaimerThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Business Development
Client Relations Specialist (US Stock & Options Market)
Posted 10 days ago
Job Viewed
Job Description
Client Engagement and Relationship Management
- Build and nurture relationships with existing clients, fostering trust and loyalty through regular communication, meetings, and providing personalized support.
- Initiate and lead phone interactions with USA clients to introduce the company's services, assess their needs, and tailor solutions to their investment objectives.
Sales & Business Development
- Implement strategies to increase sales on deposit, stock trading & investment, and option trading by identifying opportunities within the existing client base and referral channels with inhouse CRM.
- Collaborate with cross-functional teams in achieving KPI and revenue targets through marketing campaigns.
Product and Service Customization
- Gather feedback from clients and analyze market trends to identify opportunities to promote new product features or improvements to existing services.
- Work closely with the product development team to design and implement tailored solutions that meet the diverse needs of clients in the USA stock and options market, and occasionally other international stock markets like HK, China, Singapore.
Market Analysis and Industry Knowledge
- Stay updated on the latest market trends, financial regulations, and US stock market developments.
- Use this knowledge to offer informed advice to clients, enabling them to make well-informed investment decisions aligned with their financial goals.
Reporting and Documentation
- Maintain accurate client records, document communications, and prepare regular reports on client interactions, sales activities, and market feedback
Any ad-hoc duties as assigned
- Bachelor’s degree or above in Business Management/Administration, Finance, Economics and/or related disciplines.
- Additional qualifications in financial planning or investment analysis are advantageous.
- Solid experience in outbound telesales, client relations or a similar role within the stockbroking/finance services company or outbound call center in related industries (fintech, stock brokerage, real estate, credit card, insurance, financial or investment products) is preferred. Fresh graduates are welcome to apply.
- Exposure and possessing of product knowledge on capital market, US stock market and investment related field will be an advantage.
- Must have US financial licenses (SIE, S7 and S63) or the willingness to take these financial licenses before starting work to educate clients on option trading business.
- 5 working days per week, while additional night shift (5am-12pm) following US timezone during weekends and PH on rotational basis.
- Language proficiency in English and Chinese is a must. Mastering Cantonese conversational skills would be an advantage.
- Excellent communication, negotiation, and interpersonal skills.
- Computer literacy skills.
- Independent, self-motivated, and quick learning team player with strong result-driven skills.
- Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment.
- Able to work on weekends occasionally and constantly seek improvement in work to hit KPI target.
- 13-Month Salary (Contractual Bonus)
- Monthly salary package consists of basic salary + commission + shift allowance (if applicable).
- Convenient Access to Public Transport
- FINRA SIE Exam Sponsorship (during probation period)
- Career Development Opportunities in the Financial Services Industry
- Company Team Building & Bonding Activities
- Free-Flow Pantry Snacks & Drinks
- Dynamic, Multinational Working Environment
About Moomoo Financial Inc.
Moomoo Financial Inc. (MFI), also known as 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"). As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing.
About Futu
Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
#J-18808-LjbffrClient Relations Specialist (US Stock & Options Market)
Posted today
Job Viewed
Job Description
Fresh graduates are welcome to apply. Exposure and possessing of product knowledge on capital market, US stock market and investment related field will be an advantage. Must have US financial licenses (SIE, S7 and S63) or the willingness to take these financial licenses before starting work to educate clients on option trading business. 5 working days per week, while additional night shift (5am-12pm) following US timezone during weekends and PH on rotational basis. Language proficiency in English and Chinese is a must. Mastering Cantonese conversational skills would be an advantage. Excellent communication, negotiation, and interpersonal skills. Computer literacy skills. Independent, self-motivated, and quick learning team player with strong result-driven skills. Able to work well under pressure, meticulous and detail-oriented, and able to thrive in a dynamic and fast-paced environment. Able to work on weekends occasionally and constantly seek improvement in work to hit KPI target. 13-Month Salary
(Contractual Bonus) Monthly salary package consists of basic salary + commission + shift allowance (if applicable). Convenient Access to Public Transport FINRA SIE Exam Sponsorship
(during probation period) Career Development Opportunities in the Financial Services Industry Company Team Building & Bonding Activities Free-Flow Pantry Snacks & Drinks Dynamic, Multinational Working Environment About Moomoo Financial Inc. Moomoo Financial Inc. (MFI), also known as 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"). As a next-generation broker-dealer, MFI offers an enhanced trading experience, including commission-free trading and convenient mobile investing. About Futu Futu Holdings Limited (NASDAQ: FUTU) is an advanced technology company that transforms the investing experience through its fully digitized brokerage and wealth management platform. Moomoo Financial Inc. is an indirect wholly owned subsidiary of Futu Holdings Limited. With a focus on innovation, Futu aims to revolutionize the industry by combining technology with comprehensive investment services. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
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