Client Success Specialist (US Market)

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 comprehensive support via various communication channels, including phone, email and live chat.
• Proactively guide new customers through onboarding, ensuring they understand and fully utilize product features to achieve their business goals.
• Identify and qualify potential opportunities for account expansion, upgrades, or cross-sells during routine customer interactions.
• Assist customer/client with trading account registration and verification processes.
• Provide consultation services on trading platform, tools and features,addressing any technical or operational issues that may be encountered.
• Resolve customer/clients' concerns and questions promptly and professionally, escalating complex cases as necessary.
• Responsible for proper recording, filing and organizing of customer feedback and suggestions.
• Contribute to the development of customer service processes, knowleedge bases, and training materials.
• Perform with other ad-hoc duties as per assigned from time to time.