Trading Specialist

Job overview

The Trading Specialist role is onsite in Dallas, TX, with an expected salary range of $70,000–$80,000 per year. The role supports Moomoo's customer trading experience and its digitized brokerage and wealth management platform. The specialist assists customers with equities, options, margin investing, derivatives, and related trading questions while building relationships with high-net-worth clients. The role also relays customer pain points to product teams and collaborates internally to improve trading operations and customer experience.

What you'll do

• Respond to customers by email, phone, and chat
• identify and communicate customer pain points and opportunities to the product team
• provide personalized support on trading strategies, derivatives, and investment opportunities
• pursue additional licenses
• maintain relationships with high-net-worth customers as a primary contact for trading inquiries
• and collaborate with internal teams to improve trading operations and customer experience.

What we're looking for

Skills & competencies

trading specialist

equities trading

options trading

margin investing

customer support

high-net-worth clients

series 7

series 63

mandarin chinese

dallas tx

moomoo

$70k–$80k per year

medical benefits

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical benefits for employees and dependents
• 401(k) employer contribution match
• paid time off and holidays
• professional growth and development
• performance-based bonuses.

Why this role

FINRA Series 7 and 63 licenses and Mandarin Chinese fluency are required. The posting seeks 3–5 years of similar experience or a combination of education and relevant experience. Benefits include medical coverage, 401(k) matching, paid time off, paid holidays, professional development, and performance-based bonuses.

About the employer

moomoo is hiring for this role. Industry: Investment Banking and Securities Intermediation. Sector: 52.