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Customer Service Specialist - Financial Operations

Customer Service Specialist - Financial Operations

Regal Securities, Inc.Glenview, IL, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Regal Securities is Hiring :

  • Customer Service Specialist Financial Operations & Client Services Full-Time | On Site | Based in Glenview, IL Deliver exceptional support to investors while building your career in financial services Launch Your Finance Career  Join Regal Securities, Inc., a trusted broker-dealer with nearly 50 years of experience serving investors worldwide and financial professionals.
  • We’re hiring a Customer Service Specialist to provide exceptional client support, work directly with our trading desk, and help ensure smooth, accurate operations.
  • This is your chance to break into finance, gain hands-on experience, and develop skills that will last a lifetime.
  • You’ll work directly with our experienced trade desk, solve meaningful problems, and learn from a team that blends decades of expertise with cutting-edge technology.
  • Our tech-forward online trading divisions, eOption and Investrade, leverage AI and innovative tools to improve how investors trade stocks, options, ETFs, bonds, and more.
  • If you’re sharp, motivated, and ready to grow your career in a fast-paced, client-focused environment, Regal Securities is the place for you!
  • What You’ll Do  Be a point of contact for customers via phone, live chat and email  Handle account changes, payments, and special requests  Support our trading desk team with day-to-day needs  Learn the nuts and bolts of brokerage operations  What You Bring Bachelor’s degree, with coursework in finance, economics, and / or accounting Open to entry-level candidates right out of college or those with 1–3 years of experience in customer service, broker-dealer, or registered investment advisory (RIA) environments Strong communication and multitasking skills Drive, professionalism, and a team-first mindset What You Get Company-paid medical, dental, and life insurance Career growth in a respected national brokerage with growing online trading divisions Work Location This is a full-time, on-site position based in Glenview, Illinois (no remote work).
  • Employees may have the opportunity to transfer to our office in Orlando, Florida.

Learn More About Us :

  • Regal Securities : https : / / www.regalsecurities.com eOption : https : / / www.eoption.com Investrade : https : / / www.investrade.com This is a chance to start in finance, learn from experienced pros, and see where your talent can take you.   Apply Now and start building your future.
  • Regal Securities is an Equal Opportunity Employer offering a full range of competitive benefits.
  • The compensation range for this position is $40K - 55K along with Company paid Medical, Dental, Life / AD&D, LTD, and SIMPLE IRA retirement plan with Company match.   Powered by JazzHR
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    Customer Service Specialist • Glenview, IL, US