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
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