Premier Client Service Specialist (Bilingual)

Premier Client Service Specialist

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.

What You'll Do:

1. 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.

2. 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.
• Engage in goal-oriented conversations with customers to better understand their needs and guide them toward the products and services that best support their financial goals.