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Client Relations Specialist

2 months ago

Miami, Florida, United States Regal Securities, Inc. Full time
Job Overview

Join Regal Securities, Inc. as a Client Relations Specialist, where your expertise in customer engagement will shine.

Why Choose Regal Securities?

We pride ourselves on our exceptional leadership and a collaborative workplace culture that fosters growth and success.

Position Summary:

The Client Relations Specialist is dedicated to delivering outstanding customer support in a dynamic financial services environment. This role requires a high level of discretion and professionalism when interacting with clients, focusing on the operations of Regal Securities, Inc. and the service of our valued customers.

Key Responsibilities:

  • Assist self-directed investors and internal brokers in resolving inquiries related to customer service and trading platform navigation.
  • Ensure prompt and courteous responses to incoming customer calls and inquiries.
  • Handle challenging situations with dissatisfied clients in a professional and effective manner.
  • Address customer questions and concerns with a focus on adding value to their experience.
  • Manage account maintenance tasks, including processing address changes, disbursement requests, and supporting account transfers in compliance with regulations.
  • Guide potential clients through new account inquiries and paperwork, as well as updates to existing accounts.

Qualifications:

  • A Bachelor's degree is preferred; familiarity with the Financial Services sector is advantageous.
  • Experience in brokerage operations and customer service is desirable but not mandatory.
  • Strong attention to detail with the ability to prioritize and manage multiple tasks.
  • Ability to thrive in a fast-paced team environment.
  • Maintain a flexible and positive attitude towards assignments.
  • Proficient in computer applications, particularly Microsoft Office.
  • Motivated individuals, including recent graduates, are encouraged to apply as we support career development.

Licenses and Certifications:

While not required for the Client Relations Specialist role, having FINRA Securities Industry Essentials (SIE), Series 7, or Series 63 is a plus. Experience in brokerage operations, registered representative roles, trading, or customer service call centers is highly valued.

About Regal Securities:

Established in 1977, Regal Securities, Inc. is a member of FINRA/SIPC and is recognized for its commitment to providing independent and unbiased financial solutions. Our firm has evolved into a diversified financial services provider, catering to both traders and investors by offering access to various trading platforms and support for independent registered representatives and advisors.

At Regal, we empower our financial professionals with the tools necessary to grow their businesses independently, supported by our customer service, technology, compliance, and marketing resources.

We specialize in full-service independent brokerage, options and high-frequency trading, and offer a range of services tailored to meet the needs of our clients.