Customer Service Specialist - Financial Operations

Salary :

$40,000 - 55,000 yearly

Company : Regal Securities

Job Type : Full Time

Glenview, Il

Job Description - Customer Service Specialist - Financial Operations

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
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: 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..

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Customer Service Specialist - Financial Operations

Job Description - Customer Service Specialist - Financial Operations

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