Customer Service Specialist - Financial Operations

Regal Securities, Inc.

  • Glenview, IL
  • $40,000-55,000 per year
  • Permanent
  • Full-time
  • 20 hours ago
  • Apply easily
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 servicesLaunch 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
  • SIE (Securities Industry Essentials) certification preferred
  • Strong communication and multitasking skills
  • Drive, professionalism, and a team-first mindset
What You Get
  • Company-paid medical, dental, and life insurance
  • Paid training and sponsorship for securities licensing, including the Series 7
  • 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 corporate office in Orlando, Florida.
Learn More About Us:
  • Regal Securities:
  • eOption:
  • Investrade:
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

Regal Securities, Inc.