Financial Service Representative
5 days ago
Moomoo is revolutionizing the investment landscape for Australians. A dynamic and purpose-driven team is seeking a skilled professional to lead client engagement in a retail store setting.
Key Responsibilities- Welcome new clients, assist with account opening, and provide personalized support for navigating our platform.
- Address basic questions and empower clients to confidently utilize Moomoo's innovative features.
- Collaborate on marketing events and workshops to drive engagement.
- Work closely with colleagues to maintain efficient store operations and exceptional client experiences.
- Support documentation and compliance efforts.
- Contribute to sales growth by following up on leads and supporting client acquisition objectives.
- 1-2 years of customer service experience, preferably in financial advice or retail investment services.
- Foundational knowledge of financial markets and trading platforms.
- Strong communication skills (English proficiency required; Mandarin/Cantonese a plus).
- Organized, detail-oriented, and adept at multitasking.
- Tech-savvy with a willingness to learn new digital tools.
This role offers a unique opportunity to work with a growing organization, develop your skills, and make a meaningful impact in the lives of our clients.
What We're Looking ForWe are seeking a motivated individual who is passionate about delivering exceptional client experiences and driving business growth.
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