Financial Customer Experience Associate - Licensed job opportunity at Moomoo.

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Date2025-08-15T13:42:39.021Z bot
Moomoo Financial Customer Experience Associate - Licensed
Experience: 3-years
Pattern: Full-time
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degreeAssociate
loacation New York, United States Of America
loacation New York....United States Of America

About Futu US Inc.: 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. For deeper insights into our entities and affiliates, explore  or  to discover the future of investing with confidence and innovation. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Key Responsibilities: Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: Must currently have Series 7 , and ability to obtain Series 63 license within the first 90 days of employment. 3+ years of experience in sales and/or customer service within a financial services company. Strong personal trading experience (preferred). In-depth knowledge of FINRA and SEC marketing guidelines. Deep understanding of trading products, services, and the U.S. stock market. Excellent leadership, communication, and customer engagement skills. Ability to work evenings, weekends, and game days as required.

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