Trading & Client Experience Associate - Brand Store

About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage - all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU).

Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience.

Here's a closer look at our key entities:

• Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally.
• Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise.
• Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer.

For deeper insights into our entities and affiliates, explore or to discover the future of investing with confidence and innovation.

About our role:

Moomoo US is seeking a Trading & Client Experience Associate to provide welcoming, knowledgeable, and hands-on support to customers visiting our NYC Brand Store. This is an entry-level opportunity for someone interested in financial markets who enjoys helping people and wants to build a career in brokerage customer service. You will help visitors explore the Moomoo platform, understand basic investing concepts, navigate account questions, and connect with the right support resources. You do not need extensive professional trading experience. We are looking for strong customer service skills, a genuine interest in investing, and the ability to learn quickly. Training will cover our platform, customer service procedures, internal workflows, and escalation requirements.

What You’ll Do Welcome and Support Customers

• Greet store visitors and understand their questions, interests, and experience with investing.
• Provide friendly, professional assistance to new and existing customers.
• Help customers navigate account-opening steps, platform features, and available support channels using approved procedures.
• Document customer questions and coordinate follow-up with the appropriate teams.
• Escalate account-specific, trading, or sensitive concerns to authorized colleagues.

Demonstrate the Trading Platform

• Show customers how to navigate watchlists, charts, market news, research tools, and educational resources.
• Deliver platform demonstrations using approved materials and training.
• Help customers locate information about products, fees, promotions, and account features.
• Explain basic platform terminology clearly and recognize when a question requires licensed support.
• Provide general education without offering personalized investment recommendations.

Build Trading and Product Knowledge

• Develop a working understanding of stocks, ETFs, options fundamentals, and common investing terminology.
• Learn Moomoo’s products, platform features, customer service processes, and internal tools.
• Participate in training, coaching, and any required licensing program.
• Stay informed about relevant platform updates and frequently asked customer questions.

Support Store Activities

• Assist with educational sessions, platform demonstrations, and customer events.
• Help interested visitors take appropriate next steps, such as exploring educational resources or beginning the onboarding process.
• Record visitor interactions, follow-up tasks, and assigned activity metrics accurately.
• Share recurring customer feedback with the team.
• Help maintain an organized, welcoming, and professional store environment.

Follow Service and Compliance Procedures

• Use approved materials and follow internal policies for customer communications.
• Protect customer information and use authorized systems.
• Promptly escalate complaints, suspected fraud, trading issues, and questions outside your training or authority.
• Perform only activities permitted by your training, registration status, and the firm’s procedures.

What We’re Looking For Required

• Strong interest in investing, financial markets, and digital brokerage platforms.
• A customer-first attitude and clear, friendly communication skills.
• Ability to explain information simply and patiently.
• Strong attention to detail, follow-through, and willingness to learn.
• Comfort using mobile apps, digital tools, and customer service systems.
• Ability to work collaboratively and seek guidance when needed.
• Availability to work onsite in New York City, including scheduled evenings, weekends, and holidays.

Prior financial services experience is not required. Recent graduates and candidates with relevant retail, hospitality, sales, or customer service experience are welcome to apply. Preferred

• Some personal investing or trading experience, such as using a brokerage account to buy stocks or ETFs.
• Basic familiarity with trading platforms and investing terminology.
• Internship or work experience in customer service, banking, fintech, or financial services.
• Experience presenting, demonstrating products, or supporting events.
• Coursework in finance, business, economics, communications, or a related field, or equivalent practical experience.

Licensing and Training

• Prior securities licenses are not required to apply.
• Willingness to complete the firm’s training and obtain any registrations required for the assigned responsibilities.
• HR and Compliance will confirm licensing requirements, sponsorship arrangements, and completion timelines before posting.
• Until appropriately registered and authorized, responsibilities will remain limited to approved non-registered activities.

What Success Looks Like

• Visitors feel welcomed and receive clear, helpful assistance.
• Platform demonstrations are accurate and easy to follow.
• Customer questions are resolved within the role’s scope or routed promptly to the right team.
• Follow-up tasks and customer interaction records are completed reliably.
• The associate demonstrates steady progress in platform knowledge, service skills, and training.
• Store activity goals are achieved without compromising customer experience or compliance.

What We Offer:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, and retirement plans.
• Opportunities for professional growth and development.
• A dynamic and collaborative work environment.

Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $50,000-$70,000. This role is also eligible to participate in our discretionary bonus plan.

Disclaimer The above information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration.

Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money.

All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process.

If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.