Client Success Specialist (Malaysia Market)
AI Summary
A Client Success Specialist at Moomoo responds to client inquiries via phone, email, and chat; guides onboarding and account funding; supports platform tool usage; and helps resolve issues to ensure smooth client experience.
About this role
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.
Skills
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