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moomoo

Global investing platform offering data tools

Trading Associate

Customer Support +1Confirmed live in the last 24 hours
Full-timeDallas, TX, USA

About the Job

Requirements

  • FINRA Series 7 and Series 63 are required.
  • Bilingual English and Chinese proficiency is preferred.
  • A bachelor's degree or higher in Finance, Economics, or a related field is preferred.
  • The candidate should demonstrate professionalism, attention to detail, patience, and empathy.
  • The candidate should have crisis management and decision-making skills.
  • The candidate should have cross-departmental communication and coordination abilities.
  • The candidate must be capable of working under high-pressure conditions.
  • One or more years of relevant financial-industry experience is preferred.
  • Experience executing and managing trades across different asset classes is preferred.
  • Knowledge of regulatory compliance requirements is preferred.
  • The candidate should take ownership of actions, behaviors, performance, and decisions, including punctuality and attendance, and responsibly manage leave in accordance with agreed entitlement.

Responsibilities

  • Communicate with customers by email, phone, and chat, providing efficient and effective solutions.
  • Resolve customer complaints, issues, and disputes professionally and efficiently, including escalated complex cases.
  • Identify customer pain points or opportunities and communicate them to the product team.
  • Develop subject-matter expertise and provide personalized support on complex trading strategies, derivatives, and investment opportunities.
  • Pursue additional licenses to broaden professional expertise and contribute to business growth.
  • Develop and maintain relationships with high-net-worth customers, serving as their primary point of contact for trading-related inquiries.
  • Collaborate with internal teams to optimize trading operations and improve the customer experience.

About the Company

moomoo

Global investing platform offering data tools

Moomoo is a global investing platform that provides stocks, ETFs, options, and crypto with real-time market data and a set of trading tools. It helps users make informed decisions by offering features like real-time quotes, technical analysis tools, and in-depth order book data all in one place. Its products are designed to be easy for beginners while powerful enough for experienced traders, combining accessible data with advanced analytics to support a wide range of investment strategies. Compared to other platforms, moomoo stands out by offering a broad mix of assets across markets and a comprehensive toolkit in one place, focusing on both user-friendliness and depth of analysis. The company’s goal is to help global investors grow their financial potential over time, empowering people at all levels of experience to pursue their investment journey.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Palo Alto, CA
Founded
2018

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