Retail Store Associate

1 week ago

Kuala Lumpur, Malaysia moomoo Full time

**Role Overview**:
As a Retail Store Associate at moomoo, you will play a vital frontline role in delivering exceptional customer service and supporting the day-to-day operations of our physical experiential stores. You’ll assist in customer onboarding, provide basic product and platform guidance, support in-store marketing initiatives, and collaborate with internal teams to ensure a seamless client experience. This role is ideal for someone looking to grow in the financial services sector with exposure to retail brokerage and wealth management.

**Key Responsibilities**:

- **Client Servicing & Onboarding**- Support walk-in clients with account opening and platform setup.
- Provide guidance on the moomoo app features and basic investment tools.
- Handle basic client inquiries and escalate complex cases to relevant teams.
- Educate clients on market opportunities and moomoo’s platform offerings.
- **Store Operations**- Ensure the store operates smoothly and complies with company standards.
- Assist with documentation, compliance checks, and backend onboarding processes.
- Maintain client confidentiality and adhere to all local financial regulations.
- **Sales Support & Target Execution**- Support sales teams in achieving client acquisition and relevant KPIs.
- Assist with in-store lead follow-ups, appointments, and event-related activities.
- Participate in cross-selling investment products based on client needs (if applicable).
- **Marketing & Event Support**- Help coordinate in-store events, workshops, and client engagement sessions.
- Provide on-site support during marketing campaigns and roadshows.
- Assist in promoting strategic brand partnerships and community engagement efforts.
- **Team Collaboration**- Work closely with branch managers and team members on daily operations and special initiatives.
- Provide feedback to improve service workflows and customer experience.
- Participate in team meetings and internal training sessions.

**Requirements**:

- 2-3 years of experience in customer service, financial advisory, or retail investment services.
- Knowledge of financial markets, brokerage platforms, and investment products.
- Strong interpersonal and communication skills, both verbal and written.
- Detail-oriented, organized, and comfortable with multitasking.
- Familiarity with compliance and documentation requirements in the financial sector.
- Proficient in English; fluency in French is a plus.
- Willingness to work rotating shifts, weekends, and public holidays.
- Tech-savvy and comfortable with digital platforms and CRM systems.
- Customer-first mindset with a proactive approach to problem-solving.

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