Customer Service Specialist

Customer Service Specialist І SuccessTrader (Miami Florida)

SuccessTrader a specialized brand affiliated with Regal Securities Inc. is seeking a professional detail-oriented individual to join our team in Miami to provide active traders with high-performance tools and elite-level support.

This is strictly an in-person role for someone who thrives in a professional environment. You will be immersed in the markets daily working directly with our trading operations marketing and compliance teams to ensure our customers receive prompt accurate and high-quality assistance.

What Youll Do:

• Top-Level Customer Service:Deliver responsive high-touch support to a sophisticated trading clientele.
• Explain the Mechanics:Help active traders navigate the technical side of the platform including order types margin and the mechanics of short selling (locating shares and borrow availability).
• Compliance Collaboration:Work closely with our Compliance Team to ensure all communications and account activities meet rigorous regulatory standards.
• Sales & Marketing Support:Assist with brand-building initiatives and member outreach to convey the value of SuccessTrader.
• Master the Industry:Gain comprehensive insight into the operations of a national brokerage firm that has been leading the industry since 1977.

• Education:A degree in Finance BusinessEconomics or equivalent.
• Experience:13 years of customer service experience preferred combined with a strong interest in the stock market.
• Communication Skills:Articulate professional and capable of making complex financial concepts easy to understand.
• Attention to Detail:You value compliance and doing things the right way within firm and industry guidelines.
• Location:This is a strictly in-person roleat our Miami office. No remote or hybrid options.

• Requirement:FINRA Securities Industry Essentials (SIE) is required.
• Preferred:Series 7 and 63 securities licenses.
• Sponsorship:The Firm will sponsor the right candidate for further FINRA licensing.
• Advantage:Background in brokerage operations trading or high-volume financial customer service.

About Regal Securities

Founded in 1977 Regal Securities Inc.(Member FINRA/SIPC) didnt just join the discount brokerage industry- we helped pioneer it. For nearly five decades we have remained a fiercely independent leader in self-directed trading powering high-performance results through our specialized divisions: eOption Investrade and Regal Discount Securities. We arm active traders with sophisticated platforms and lightning-fast execution across all major markets merging the rock-solid stability of a national institution with the relentless agility of a specialized boutique broker.

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Regal Securities Inc. is an Equal Opportunity Employer.