M

moomoo

Global investing platform offering data tools

Trading Specialist

Customer SupportConfirmed live in the last 24 hours
Full-timeDallas, TX, USA

About the Job

Requirements

  • FINRA Series 7 and Series 63 licenses are required.
  • Mandarin Chinese fluency is required.
  • A strong understanding of trading strategies and investment products is required.
  • A bachelor's degree in Finance, Economics, or a related field is required.
  • A minimum of 3–5 years of experience in a similar role, or a combination of education and relevant experience, is required.
  • The role requires the ability to handle complex trading inquiries, derivatives, and investment strategies while offering expert support.

Responsibilities

  • Communicate with customers by email, phone, and chat to provide effective solutions.
  • Identify and communicate customer pain points or opportunities to the product team as the voice of the customer.
  • 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 and act as their primary point of contact for trading-related inquiries.
  • Collaborate with internal teams to optimize trading operations and improve the customer experience.

Desired Qualifications

  • Experience with crypto products.
  • Advanced degrees or certifications, such as the CFA.
  • Experience executing and managing trades across different asset classes.
  • Knowledge of regulatory compliance requirements.

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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