Customer Service Specialist

Overview

Customer Service Specialist I Success Trader (Miami, Florida) Success Trader, 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.

• 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 regulatory standards
• Sales & Marketing Support:
  Assist with brand-building initiatives and member outreach to convey the value of Success Trader
• 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

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:

Regal Securities, Inc. is an Equal Opportunity Employer.