Customer Service Specialist

Customer Service Specialist 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. What We're Looking For: Education: A degree in Finance, Business, Economics, or equivalent. Experience: 13 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. Certificates, Licenses, & Registrations: 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: 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.

Created: 2026-03-11