Customer Service Rep - Financial Services
Glenview, IL
Full Time
Regal Securities, Inc.
Mid Level
📣 We’re Hiring: Financial Service Representative
📍 Location: Glenview, IL[
🕒 Full-Time | Department: Operations & Client Services
🔗 Regal Securities, Inc. — Member FINRA/SIPC
Are 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, you'll be on the front lines of our client experience—providing 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
🎓 Qualifications
📘 Preferred but Not Required
Why Join Regal Securities?
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 at https://www.eoption.com and https://www.regalsecurities.com and https:www.investrade.com
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.
📍 Location: Glenview, IL[
🕒 Full-Time | Department: Operations & Client Services
🔗 Regal Securities, Inc. — Member FINRA/SIPC
As a Financial Service Representative, you'll be on the front lines of our client experience—providing 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.
- 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 operations—training provided!
- Bachelor’s degree preferred; knowledge in accounting or finance is a plus.
- 2–3 years of experience in customer service or call center support; financial services experience is a bonus.
- Entry-level candidates welcome—bring your drive and we’ll 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 License—We 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 at https://www.eoption.com and https://www.regalsecurities.com and https:www.investrade.com
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.
💡 We welcome diverse backgrounds and value fresh perspectives.
Apply for this position
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