Customer Service Rep - Financial Services Job at Regal Securities, Inc., Glenview, IL

Z2tpL3JKZnRoTks0R01FekJJMkdHOEh0dlE9PQ==
  • Regal Securities, Inc.
  • Glenview, IL

Job Description

📣 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 and  and
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.

 

Job Tags

Full time, Flexible hours,

Similar Jobs

Warner's Outdoor Solutions

Landscape Material CDL A Delivery Driver Job at Warner's Outdoor Solutions

 ...on experience with not only the lawn care industry but also landscaping, irrigation and tree care. Job Summary Material Delivery Driver is responsible for picking up and delivering materials to crews throughout the metro area. They will work directly with the Operations... 

Apple

Firmware Engineer Job at Apple

Firmware Engineer**Cupertino, California, United States****Hardware****Summary**Posted: **May 01, 2025**Weekly Hours: **40**Role Number: **200602608**The team is looking for a skilled and motivated individual that will be responsible to create sensing based experiences... 

One Stop Legal Center

Mortgage Loan Originator Job at One Stop Legal Center

 ...Career Opportunity: Licensed Loan Originators ( Virtual - United States ) Join Our Innovative Mortgage Team: We're seeking NMLS-licensed Loan Originators in the US to grow with our progressive virtual team. Whether you're launching your career or seeking better... 

The Boulevard – Wentzville

Caregiver $17.50-$20 7pm-7am (As Needed) Job at The Boulevard – Wentzville

 ...MemberPosition-Care PartnerPosition Type: PRNLocation: Wentzville, MissouriOur starting wage for Care Partners is: $17.50-$20.00 per hour!Shift Schedule- PRN7:00pm to 7:00amCome join our team at The Boulevard Wentzville located at 110 Perry Cate Boulevard... 

Career Strategies

Regional Nurse Consultant - Northern Illinois Job at Career Strategies

 ...Regional Nurse Consultant Northern Illinois Full-Time | Travel Required | RN Required Are you an experienced Registered Nurse with a passion for improving clinical outcomes across multiple sites? We are seeking a Regional Nurse Consultant to join our team and...