Customer Account Specialist
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COMPANY
tastyworks was created by the founders of thinkorswim and tastytrade to empower self-directed investors through technology, pricing and content.
SUMMARY
tastyworks customer account specialists work to provide seamless account opening
experiences, superior customer relations, and attentive account maintenance.
RESPONSIBILITIES:
- Provide friendly, accurate and efficient support via chat, email and phone
- Assist customers with new account applications, account maintenance, and banking requests
- Approve accounts and perform ongoing customer due diligence
- Comply with industry Anti-Money Laundering (“AML”) regulations and assist the AML Officer
- Provide input and recommendations for improvement regarding current policies, procedures, and technologies
REQUIREMENTS
- Extremely proficient with use of technology
- Ability to multi-task in a fast paced environment
- Strong interpersonal skills, effective in customer interactions and ability to identify appropriate solutions
- Experience or avid interest in the financial industry
- Detail-oriented mindset with a willingness to learn and uphold applicable regulatory requirements
- Ability to exercise sound judgment, analyze and resolve complex issues
- Ability to explain complicated subject matter via chat, email and phone
- Bachelor’s degree or related work experience
- Series 7 & 63 licenses preferred
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