Brand Store Financial Customer Experience Associate at moomoo - ScoutJobs - The AI-curated global job board
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moomoo
Posted a day ago

Brand Store Financial Customer Experience Associate

moomooBrand Store Financial Customer Experience Associate

Requirements

SIE certification or willingness to obtain, FINRA Series 7 and 63 within 180 days, Knowledge of options and trading strategies, 1+ years financial services sales/customer service experience, Knowledge of FINRA and SEC guidelines, Availability for evenings, weekends, and holidays

Skills

Salescustomer serviceFinance

About the role

About the Company

Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage. Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform.

Responsibilities

  • Learn and maintain a deep understanding of moomoo's products, features, and trading tools
  • Support on-site sales and promotion efforts at the NYC Brand Store
  • Provide exceptional client support by answering questions about products and services
  • Track and report merchandise inventory, sales, and customer conversion data
  • Stay current on market news, trends, and economic events
  • Ensure all marketing and sales activities comply with FINRA and SEC guidelines

Requirements

  • Must have or be willing to obtain SIE upon hire
  • FINRA Series 7 and 63 licenses required within 180 days of hire
  • Knowledge of options and trading strategies
  • 1+ years of experience in sales or customer service within financial services
  • In-depth knowledge of FINRA and SEC marketing guidelines
  • Deep understanding of trading products and the U.S. stock market
  • Ability to work evenings, weekends, and holidays as required

Preferred Qualifications

  • Strong personal trading experience
  • Excellent leadership and communication skills
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Brand Store Financial Customer Experience Associate

moomoo · New York

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