Premier Client Service Specialist

Premier Client Service Specialist

Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU).

Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience.

Here's a closer look at our key entities:

• Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally.
• Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise.
• Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer.

Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients.

The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint.

What You'll Do:

1. Premier Client Service & Relationship Management (Primary Focus)

• Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management.
• Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts.
• Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty.
• Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels.

2. Client Retention & Strategic Support

• Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets.
• Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship.
• Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment.
• Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience.

3. Collaborative Marketing Support (Limited Scope)

• Provide tailored service support to HNW clients referred through Marketing team initiatives, focusing on post-engagement follow-up for onboarding and relationship building.
• May offer limited, supplementary support at select Marketing events for HNW clients, focusing solely on addressing general service, platform, or procedural questions in a one-on-one capacity.
• Partner with Marketing by sharing high-level, anonymized insights on premier client needs and feedback to help inform client engagement strategies.