We are seeking a dedicated and results-driven Client Success Manager to join our team. The role will be in moomoo’s client success team located in Sydney office. In this role, you will be the primary point of contact for our clients, ensuring their satisfaction, driving the adoption of our products or services, and ensuring upsell targets are achieved. You will build strong relationships, collect and provide clients feedback, and collaborate with internal teams to deliver exceptional client experiences

REQUIREMENTS

• Tertiary qualification in a relevant discipline, preferably in Business, Commerce, or Finance.
• 2+ years of experience in client service and sales within asset management, financial planning, or similar fields.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients at all levels.
• Excellent problem-solving and conflict-resolution abilities.
• Capable of managing multiple accounts and priorities in a fast-paced environment.
• Self-motivated with a results-oriented mindset, focused on client satisfaction and business outcomes.
• Experience working collaboratively in a team environment.
• Proven ability to manage high-net-worth clients and professionals effectively.
• Experience with share investing or superannuation is a plus.
• RG146 qualification to provide general advice

Please refer the Job description for details