Premier Client Service Specialist

Job overview

The Premier Client Service Specialist role is onsite in Dallas, TX, with a salary range of $70,000–$120,000 per year. The posting also lists Jersey City, NJ as an office location. Moomoo Financial Inc. provides brokerage services and a digital investing platform for retail investors. The specialist manages high-net-worth client relationships, provides market and trading-product support, and helps clients use platform tools. The role also coordinates issue resolution and relays client feedback to internal teams to support retention, asset growth, and service improvements.

What you'll do

• Manage high-net-worth client relationships and proactively address retention risks
• discuss client investment objectives and platform products
• monitor markets and synthesize news and research into client talking points
• support inquiries about equities, options, and margin
• train clients on platform features
• assist with account opening, deposits, and stock access
• coordinate client issues with internal teams
• represent the firm at client engagements and roadshows
• share client feedback with Product, Trading, Compliance, and Engineering.

What we're looking for

Skills & competencies

premier client service specialist

high-net-worth clients

brokerage

wealth management

client retention

equities

options

trading platform

series 7

series 63

dallas tx

jersey city nj

$70k–$120k

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid medical benefits
• 401(k) employer contribution
• paid time off and holidays
• professional growth and development
• performance-based bonuses.

Why this role

Series 7 and 63 licenses are required. The posting seeks at least three years of financial-services experience, including private banking, wealth management, or sales and trading.

About the employer

moomoo is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.