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 their 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 You’ll 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, Business, Economics, or equivalent.

• Experience: 1–3 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 role at 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) didn't 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.

Learn more at: www.successtrader.com

Regal Securities, Inc. is an Equal Opportunity Employer.