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    Customer Service Specialist - Doral, United States - Regal Securities

    Regal Securities
    Regal Securities Doral, United States

    3 weeks ago

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    Description
    Job Description

    Job Description

    Regal Securities

    is a FINRA registered national stock brokerage firm with an immediate opening for a

    Customer Service Specialist / Registered Representative

    experienced in new account processing, handling customer trade support, activity report generation, and managing client phone calls. Delivering first class service for client accounts is paramount.

    Essential Duties and Responsibilities:
    Develop and maintain high-touch positive relationships with clients and clearing firms
    Onboard new day trading accounts
    Help resolve trade and platform issues
    Reply to customer service live chat and emails
    Manage phone inquiries, emails and chats in a courteous, polite and efficient manner
    Provide details and analysis of chatroom trends and backup for locate requests
    Generate sales leads
    Demonstrate understanding of quotes, markets, financial instruments, and trading concepts
    Demonstrate the ability to process status reports, verify transactions and perform calculations to understand buying power
    Establish proficient understanding and usage of order entry system, account management and quote software.
    Assist internal brokers resolving customer service questions and issues
    Work cooperatively and effectively with others, demonstrate ability to function in a team environment
    Adhere and comply with Company policies, procedures and compliance per FINRA/SEC regulations.

    Qualifications:


    The successful Registered Rep must be able to work as a collaborative team member in a fast paced and interactive environment.

    Strong understanding of market terminology.
    Must be able to communicate both verbally and in writing in a clear and precise manner.
    Detail oriented, accurate and ability to multi task
    Ability to work with a sense of urgency

    Requirements:
    Minimum 2+ year's stock option brokerage experience preferred.
    Strong understanding of margins, equities and options.
    Excellent analytical skills and math aptitude.
    Active Series 7 and Series 63 licenses preferred (will sponsor).
    Bachelor's degree preferred.

    Check us out at:
    and

    and

    SuccessTrader | Regal Securities
    Regal Securities is an Equal Opportunity Employer offering a full range of competitive benefits.

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