Premier Client Service Specialist

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.

• 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 the provided links to discover the future of investing with confidence and innovation.

Office

Location:

Jersey City, NJ

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.

• 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.
• 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.
• 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.

What You Bring:

• FINRA Series 7 & 63 licensed.
• 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar).
• Exceptional communication and relationship‑building skills, with a proven ability to manage high‑touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels.
• Strong platform expertise and working knowledge of brokerage operations, trading products,…