Client Service Specialist - Sydney at moomoo | AU | Rezi

Client Service Specialist - Sydney at moomoo

Client Service Specialist - Sydney

moomoo · AU

1 months ago

Client Service Specialist - Sydney

moomoo · AU

2 months ago
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About the Role

Join Moomoo as a Client Service Specialist and help change the way Australians invest. Become part of a lively, purpose-driven team at a leading global investment platform that believes smarter investing should be accessible to all.

Responsibilities

  • Welcome and assist new clients with account opening and app navigation.
  • Answer basic questions and help clients feel confident using Moomoo’s innovative features.
  • Support marketing events and workshops.
  • Work with your team to keep store operations on track and clients happy.
  • Help with documentation and compliance, always keeping client information safe.
  • Assist sales efforts by following up on leads and supporting client acquisition goals.

Requirements

  • 1–2 years’ experience in customer service, preferably financial advice, or retail investment services.
  • Basic knowledge of financial markets and trading platforms.
  • People-focused: great communicator (English; Mandarin/Cantonese a plus).
  • Organised, detail-oriented, and comfortable with multitasking.
  • Willing to work rotating shifts, including weekends and holidays.
  • Tech-savvy and keen to learn new digital tools.
  • Customer-first problem solver who’s always ready to help.
  • Previous retail or store sales experience.
  • Team management or training experience.
  • Active Moomoo user.
  • Familiar with local community resources.
  • Experience in pop-up store or temporary retail space operations.
  • Familiar with mall partnership processes and promotional calendar planning.

Skills

  • Customer service
  • Financial advice
  • Retail investment services
  • Financial markets knowledge
  • Trading platforms knowledge
  • Communication
  • Organization
  • Detail-oriented
  • Multitasking
  • Tech-savvy
  • Problem-solving
  • Sales
  • Team management
  • Training
  • Pop-up store operations
  • Mall partnership processes
  • Promotional calendar planning

Location

  • Sydney

Work Type

  • Full-time

Experience Level

  • 1-2 years

Benefits

  • Unlimited career opportunities
  • Market-driven salary
  • Performance bonuses
  • Comprehensive insurance for you and your family
  • Fun, diverse workplace with frequent team events and celebrations

About the Company

  • Moomoo is a leading global investment platform with more than 27 million users worldwide and a strong local presence.
  • We are shaking up wealth-tech.