Customer Service Rep - Financial Services
Customer Service Rep - Financial Services
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Job Alert
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USD 40000 - 55000
1 Vacancy
Job Description
Location: Glenview IL
Full-Time Department: Operations & Client Services
Regal Securities Inc. Member FINRA/SIPCAre you passionate about delivering top-tier customer care Thrive in a fast-paced customer care environment Regal Securities wants to hear from you!
As a Financial Service Representative youll be on the front lines of our client experienceproviding prompt professional and solutions-focused support to our discount brokerage customers and internal broker team. This is a great opportunity to join a respected growing financial services firm where your contribution matters. Key Responsibilities
- Answer and resolve inbound client inquiries efficiently politely and with professionalism.
- Provide support for account maintenance check and wire disbursements and sensitive issues like deceased account transitions.
- Assist internal brokers with customer service needs.
- Handle escalated or upset customers with calm and confidence.
- Learn and assist with brokerage operationstraining provided!
- Bachelors degree preferred; knowledge in accounting or finance is a plus.
- 23 years of experience in customer service or call center support; financial services experience is a bonus.
- Entry-level candidates welcomebring your drive and well train the rest!
- Strong attention to detail and ability to juggle multiple priorities.
- Clear and professional verbal and written communication skills.
- Team-oriented with a flexible positive attitude.
- Securities Industry Essentials (SIE) or FINRA Series 7 LicenseWe will sponsor!
- Experience in brokerage operations or financial call centers.
Regal Securities Inc. is a FINRA registered nationally recognized stock brokerage firm with a commitment to client satisfaction and employee development. We believe in teamwork professional growth and delivering the best to our clients.
Check us out atand and https:
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 and LTD. Apply Now and be a part of a company where customer care and integrity come first.
We welcome diverse backgrounds and value fresh perspectives.
Required Experience:
Manager
Employment Type
Full-Time
