Drive client retention efforts as a Client Engagement Manager with Moomoo Financial in Toronto, Ontario. Help high-net-worth clients through personalized service and proactive communication.
This role requires at least five years of experience in retail brokerage or a similar environment. You will engage with clients throughout their lifecycle while identifying business opportunities for growth and enhanced service satisfaction.
Key Responsibilities:
• Manage ongoing relationships with priority clients
• Facilitate smooth onboarding and client activation processes
• Support asset growth and current-client conversion initiatives
• Maintain accurate records and CRM documentation
• Collaborate with internal teams to meet client needs
Requirements:
• Completion of the Canadian Securities Course and CPH
• Minimum 5 years in client relationship management
• Knowledge of investment products and client service processes
• Fluent in English and Mandarin; trilingual preferred
• Strong attention to detail with compliance adherence
Bring your expertise in client engagement to Moomoo Financial's innovative team.
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📌 Client Engagement Manager at Moomoo Financial (Vancouver)
🏢 Moomoo Canada
📍 Vancouver