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
  • 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!

🎓 Qualifications
  • 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.

📘 Preferred but Not Required
  • Securities Industry Essentials (SIE) or FINRA Series 7 License—We will sponsor!
  • Experience in brokerage operations or financial call centers.

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.

 
Share

Apply for this position

Required*
Apply with Indeed
We've received your resume. Click here to update it.
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Human Check*